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Edward M. Kwiatkowski

@Truist Financial Corp

Latest period2024 - Q3ReportedManaged Assets$63.81BTotal holdings2483
Assets growth rate-2.95%Assets growth rate (2-Q avg)-1.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truist Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2483 positions.

Assets under management

The assets under management (AUM) of Truist Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 63.81B in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by Edward M. Kwiatkowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SBRASabra Health Care Reit Inc
Recent Activity
Exited
0%
$2.821M
183,180 shares@ $15.41 avg price
PYZInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$2.325M
26,591 shares@ $87.43 avg price
EPRTEssential Pptys Rlty Tr Inc
Recent Activity
Exited
0%
$2.179M
78,649 shares@ $27.72 avg price
7433⤦Progress Software Corp
Recent Activity
Exited
0%
$2.156M
2.058M shares@ $1.05 avg price
COLBColumbia Bkg Sys Inc
Recent Activity
Exited
0%
$2.021M
101,605 shares@ $19.9 avg price
BRXBrixmor Ppty Group Inc
Recent Activity
Exited
0%
$1.948M
84,381 shares@ $23.09 avg price
4721⤦Jazz Investments I Ltd
Recent Activity
Exited
0%
$1.908M
1.92M shares@ $1.0 avg price
4778⤦John Bean Technologies Corp
Recent Activity
Exited
0%
$1.856M
2.027M shares@ $0.92 avg price
0900⤦Bill Holdings Inc
Recent Activity
Exited
0%
$1.848M
2M shares@ $0.93 avg price
DDSDillards Inc
Recent Activity
Exited
0%
$1.789M
4,063 shares@ $440.4 avg price