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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
0923⤦Blackline Inc
Recent Activity
Exited
0%
$1.73M
1.5M shares@ $1.16 avg price
2521⤦Dexcom Inc
Recent Activity
Exited
0%
$1.685M
1.685M shares@ $1.0 avg price
0116⤦Alarm Com Hldgs Inc
Recent Activity
Exited
0%
$1.647M
1.954M shares@ $0.85 avg price
EWAIshares Inc
Recent Activity
Exited
0%
$1.629M
66,663 shares@ $24.44 avg price
4707⤦Jamf Hldg Corp
Recent Activity
Exited
0%
$1.555M
1.773M shares@ $0.88 avg price
HRIHerc Hldgs Inc
Recent Activity
Exited
0%
$1.554M
11,657 shares@ $133.3 avg price
GTXGarrett Motion Inc
Recent Activity
Exited
0%
$1.425M
165,927 shares@ $8.6 avg price
ADTAdt Inc Del
Recent Activity
Exited
0%
$1.404M
184,720 shares@ $7.6 avg price
IVTInventrust Pptys Corp
Recent Activity
Exited
0%
$1.176M
47,513 shares@ $24.77 avg price
CIVICivitas Resources Inc
Recent Activity
Exited
0%
$1.154M
16,721 shares@ $69.0 avg price