Truist Financial’s Energy Focus EFOI Stock Holding History

Truist Financial’s Portfolio EFOI Stock Details EFOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,857	Closed	-$10K	–	2602
2022 Q3	$10K	Hold	2,857	–	–	﹤0.01%	2498
2022 Q2	$26K	Hold	2,857	–	–	﹤0.01%	2596
2022 Q1	$27K	Hold	2,857	–	–	﹤0.01%	2647
2021 Q4	$85K	Hold	2,857	–	–	﹤0.01%	2686
2021 Q3	$62K	Hold	2,857	–	–	﹤0.01%	2658
2021 Q2	$80K	Buy	+2,857	New	+$82.3K	﹤0.01%	2659

Other funds holding EFOI

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Truist Financial's EFOI Position: Q4 2022 in Review

Truist Financial sold out of Energy Focus (EFOI) in Q4 2022, closing a stake of 2,857 shares — an estimated $10K sold.

Truist Financial first reported a position in EFOI in Q2 2021 and held it in 6 quarters. The position peaked at $85K in Q4 2021. 15 funds tracked by Wall St. Rank hold EFOI as of Q4 2022.

Truist Financial reported no remaining Energy Focus position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 2,857 Energy Focus shares in Q4 2022, an estimated $10K.
Truist Financial first reported a position in Energy Focus in Q2 2021 and held it in 6 quarters.
Truist Financial's Energy Focus position peaked at $85K in Q4 2021.
15 funds tracked by Wall St. Rank held Energy Focus as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.