TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,735 positions
ISHARES TR | 5.4M | $2.6B | 3.9% | $307.46 | +45.18% | 10 qtrssince 2019-Q3 | Increased 61 |
MICROSOFT CORP | 5.3M | $1.8B | 2.7% | $147.82 | +118.76% | 10 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3.5M | $1.7B | 2.6% | $292.54 | +52.39% | 10 qtrssince 2019-Q3 | Increased 56 |
APPLE INC | 8.6M | $1.5B | 2.3% | $68.53 | +153.09% | 10 qtrssince 2019-Q3 | Increased 55 |
COCA COLA CO | 19.6M | $1.2B | 1.8% | $44.73 | +15.24% | 10 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 2.1M | $877.2M | 1.3% | $189.40 | +93.84% | 10 qtrssince 2019-Q3 | Decreased 0 |
CARNIVAL CORP | 36.7M | $738.3M | 1.1% | $49.37 | -59.89% | 10 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 27.4M | $731.5M | 1.1% | $22.58 | +3.60% | 9 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC | 242,152 | $700.7M | 1.1% | $68.07 | +110.56% | 10 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 4.7M | $692M | 1.1% | $104.89 | +25.38% | 10 qtrssince 2019-Q3 | Increased 52 |
AMAZON COM INC | 202,816 | $676.3M | 1.0% | $102.62 | +62.47% | 10 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 5.8M | $666M | 1.0% | $86.77 | +22.79% | 10 qtrssince 2019-Q3 | Increased 65 |
SELECT SECTOR SPDR TR | 3.8M | $658.5M | 1.0% | $52.87 | +58.78% | 10 qtrssince 2019-Q3 | Increased 51 |
ISHARES TR | 2.1M | $647M | 1.0% | $42.18 | +76.21% | 10 qtrssince 2019-Q3 | Increased 45 |
JOHNSON & JOHNSON | 3.4M | $581.2M | 0.9% | $120.73 | +24.03% | 10 qtrssince 2019-Q3 | Increased 45 |
ISHARES TR | 7.2M | $537.2M | 0.8% | $56.07 | +15.12% | 10 qtrssince 2019-Q3 | Increased 45 |
INVESCO EXCHANGE TRADED FD T | 3.2M | $526.5M | 0.8% | $132.95 | +12.95% | 9 qtrssince 2019-Q4 | Increased 49 |
ABBVIE INC | 3.5M | $477.5M | 0.7% | $66.31 | +70.98% | 10 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 2.2M | $470.7M | 0.7% | $184.07 | +13.56% | 10 qtrssince 2019-Q3 | Increased 45 |
JPMORGAN CHASE & CO. | 2.9M | $464.8M | 0.7% | $115.48 | +21.12% | 10 qtrssince 2019-Q3 | Increased 46 |
TRUIST FINANCIAL CORP manages $65.6B across 2735 positions as of Q4 2021. Top holdings: IVV (3.9%), MSFT (2.7%), SPY (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 231 new positions, 196 exits, 1114 increased. Top move: IJR (INCREASED, conviction 65). Portfolio: $65.6B across 2735 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR