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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
APLEApple Hospitality Reit Inc
Recent Activity
Exited
0%
$1.122M
77,165 shares@ $14.54 avg price
INCYIncyte Corp
Recent Activity
Exited
0%
$1.122M
18,501 shares@ $60.63 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$1.116M
22,210 shares@ $50.26 avg price
BCCBoise Cascade Co Del
Recent Activity
Exited
0%
$1.069M
8,969 shares@ $119.22 avg price
WLKWestlake Corporation
Recent Activity
Exited
0%
$1.047M
7,233 shares@ $144.83 avg price
COOPMr Cooper Group Inc
Recent Activity
Exited
0%
$961,764
11,840 shares@ $81.24 avg price
NTSTNetstreit Corp
Recent Activity
Exited
0%
$955,954
59,376 shares@ $16.11 avg price
CVEOCiveo Corp Cda
Recent Activity
Exited
0%
$955,059
38,325 shares@ $24.92 avg price
MOOVaneck Etf Trust
Recent Activity
Exited
0%
$943,023
13,449 shares@ $70.12 avg price
ARCHArch Resources Inc
Recent Activity
Exited
0%
$941,694
6,186 shares@ $152.23 avg price