Truist Financial’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Truist Financial’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-18,332	Closed	-$196K	–	2723
2021 Q4	$196K	Buy	18,332 +700	+4%	+$7.73K	﹤0.01%	2596
2021 Q3	$188K	Sell	17,632 -1,800	-9%	-$20.2K	﹤0.01%	2572
2021 Q2	$224K	Buy	19,432 +8,394	+76%	+$93.1K	﹤0.01%	2537
2021 Q1	$119K	Sell	11,038 -230	-2%	-$2.44K	﹤0.01%	2566
2020 Q4	$116K	Sell	11,268 -983	-8%	-$9.86K	﹤0.01%	2459
2020 Q3	$118K	Buy	12,251 +16	+0.1%	+$159	﹤0.01%	2343
2020 Q2	$117K	Buy	12,235 +1,010	+9%	+$9.29K	﹤0.01%	2279
2020 Q1	$93K	Buy	11,225 +325	+3%	+$2.93K	﹤0.01%	2256
2019 Q4	$102K	Buy	+10,900	New	+$101K	﹤0.01%	2416

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial's ETJ Position: Q1 2022 in Review

Truist Financial sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 18,332 shares — an estimated $196K sold.

Truist Financial first reported a position in ETJ in Q4 2019 and held it in 9 quarters. The position peaked at $224K in Q2 2021. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

Truist Financial reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
Truist Financial sold 18,332 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $196K.
Truist Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 9 quarters.
Truist Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $224K in Q2 2021.
90 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.