Truist Financial

Truist Financial’s Ethan Allen Interiors ETD Stock Holding History

Truist Financial’s Portfolio ETD Stock Details ETD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,959	Closed	-$222K	–	2548
2024 Q3	$222K	Sell	6,959 -85,933	-93%	-$2.59M	﹤0.01%	2295
2024 Q2	$2.59M	Sell	92,892 -31,515	-25%	-$934K	﹤0.01%	1157
2024 Q1	$4.3M	Sell	124,407 -6,829	-5%	-$214K	0.01%	940
2023 Q4	$4.19M	Sell	131,236 -28,895	-18%	-$829K	0.01%	934
2023 Q3	$4.79M	Sell	160,131 -8,841	-5%	-$274K	0.01%	858
2023 Q2	$4.78M	Sell	168,972 -13,470	-7%	-$366K	0.01%	851
2023 Q1	$5.01M	Sell	182,442 -1,926	-1%	-$54.7K	0.01%	826
2022 Q4	$4.87M	Sell	184,368 -7,964	-4%	-$206K	0.01%	823
2022 Q3	$4.07M	Sell	192,332 -5,489	-3%	-$128K	0.01%	862
2022 Q2	$4M	Buy	197,821 +5,236	+3%	+$124K	0.01%	888
2022 Q1	$5.02M	Buy	192,585 +22,085	+13%	+$569K	0.01%	881
2021 Q4	$4.48M	Hold	170,500	–	–	0.01%	924
2021 Q3	$4.04M	Sell	170,500 -16,305	-9%	-$403K	0.01%	966
2021 Q2	$5.16M	Buy	186,805 +70,000	+60%	+$2.02M	0.01%	868
2021 Q1	$3.23M	Buy	+116,805	New	+$2.94M	0.01%	1015

Other funds holding ETD

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

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