Truist Financial
GGM

Truist Financial’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Truist Financial’s Portfolio GGM Stock Details GGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14,383
Closed -$315K – 2863
2021
Q2 		$315K Sell
14,383
-476
-3% -$10.1K ﹤0.01% 2338
2021
Q1 		$312K Buy
14,859
+24
+0.2% +$490 ﹤0.01% 2261
2020
Q4 		$293K Sell
14,835
-375
-2% -$7.07K ﹤0.01% 2168
2020
Q3 		$270K Sell
15,210
-141
-0.9% -$2.54K ﹤0.01% 2092
2020
Q2 		$272K Sell
15,351
-2,408
-14% -$39.5K ﹤0.01% 2015
2020
Q1 		$265K Sell
17,759
-2,141
-11% -$40.2K ﹤0.01% 1937
2019
Q4 		$396K Buy
+19,900
New +$400K ﹤0.01% 2002

Other funds holding GGM

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial's GGM Position: Q3 2021 in Review

Truist Financial sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2021, closing a stake of 14,383 shares — an estimated $315K sold.

Truist Financial first reported a position in GGM in Q4 2019 and held it in 7 quarters. The position peaked at $396K in Q4 2019. 31 funds tracked by Wall St. Rank hold GGM as of Q3 2021.

  • Truist Financial reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 14,383 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2021, an estimated $315K.
  • Truist Financial first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q4 2019 and held it in 7 quarters.
  • Truist Financial's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $396K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.