Truist Financial’s FiEE Inc FIEE Stock Holding History

Truist Financial’s Portfolio FIEE Stock Details FIEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$1.07K	–	2712
2023 Q1	$1.07K	Hold	400	–	–	﹤0.01%	2560
2022 Q4	$1.88K	Hold	400	–	–	﹤0.01%	2551
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	2507
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	2622
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	2665
2021 Q4	$13K	Hold	400	–	–	﹤0.01%	2724
2021 Q3	$19K	Buy	+400	New	+$26.2K	﹤0.01%	2682

Other funds holding FIEE

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

TRCT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

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

Truist Financial's FIEE Position: Q2 2023 in Review

Truist Financial sold out of FiEE Inc (FIEE) in Q2 2023, closing a stake of 400 shares — an estimated $1.07K sold.

Truist Financial first reported a position in FIEE in Q3 2021 and held it in 7 quarters. The position peaked at $19K in Q3 2021. 5 funds tracked by Wall St. Rank hold FIEE as of Q2 2023.

Truist Financial reported no remaining FiEE Inc position as of Q2 2023 after selling out during the quarter.
Truist Financial sold 400 FiEE Inc shares in Q2 2023, an estimated $1.07K.
Truist Financial first reported a position in FiEE Inc in Q3 2021 and held it in 7 quarters.
Truist Financial's FiEE Inc position peaked at $19K in Q3 2021.
5 funds tracked by Wall St. Rank held FiEE Inc as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.