Truist Financial’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Truist Financial’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-24,035	Closed	-$419K	–	2735
2021 Q1	$419K	Sell	24,035 -1,800	-7%	-$31.2K	﹤0.01%	2087
2020 Q4	$435K	Sell	25,835 -1,100	-4%	-$18.5K	﹤0.01%	1923
2020 Q3	$454K	Sell	26,935 -100	-0.4%	-$1.65K	﹤0.01%	1775
2020 Q2	$457K	Buy	27,035 +2,150	+9%	+$35.9K	﹤0.01%	1667
2020 Q1	$426K	Sell	24,885 -2,952	-11%	-$58.4K	﹤0.01%	1650
2019 Q4	$576K	Buy	+27,837	New	+$569K	﹤0.01%	1757

Other funds holding FINS

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

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Truist Financial's FINS Position: Q2 2021 in Review

Truist Financial sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2021, closing a stake of 24,035 shares — an estimated $419K sold.

Truist Financial first reported a position in FINS in Q4 2019 and held it in 6 quarters. The position peaked at $576K in Q4 2019. 23 funds tracked by Wall St. Rank hold FINS as of Q2 2021.

Truist Financial reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2021 after selling out during the quarter.
Truist Financial sold 24,035 Angel Oak Financial Strategies Income Term Trust shares in Q2 2021, an estimated $419K.
Truist Financial first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2019 and held it in 6 quarters.
Truist Financial's Angel Oak Financial Strategies Income Term Trust position peaked at $576K in Q4 2019.
23 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2021.

Based on Truist Financial's 13F filing for Q2 2021, filed 16 Aug 2021.