Truist Financial
HEQT icon

Truist Financial’s Simplify Hedged Equity ETF HEQT Stock Holding History

Truist Financial’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,971
Closed -$201K – 2664
2023
Q4 		$201K Sell
7,971
-56,814
-88% -$1.42M ﹤0.01% 2501
2023
Q3 		$1.58M Sell
64,785
-3,369
-5% -$84K ﹤0.01% 1358
2023
Q2 		$1.69M Buy
68,154
+13,286
+24% +$321K ﹤0.01% 1336
2023
Q1 		$1.3M Buy
54,868
+7,521
+16% +$175K ﹤0.01% 1438
2022
Q4 		$1.07M Buy
47,347
+6,342
+15% +$148K ﹤0.01% 1513
2022
Q3 		$934K Buy
41,005
+5,790
+16% +$137K ﹤0.01% 1525
2022
Q2 		$810K Sell
35,215
-7,676
-18% -$180K ﹤0.01% 1650
2022
Q1 		$1.05M Buy
+42,891
New +$1.05M ﹤0.01% 1599

Other funds holding HEQT

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truist Financial's HEQT Position: Q1 2024 in Review

Truist Financial sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2024, closing a stake of 7,971 shares — an estimated $201K sold.

Truist Financial first reported a position in HEQT in Q1 2022 and held it in 8 quarters. The position peaked at $1.69M in Q2 2023. 59 funds tracked by Wall St. Rank hold HEQT as of Q1 2024.

  • Truist Financial reported no remaining Simplify Hedged Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 7,971 Simplify Hedged Equity ETF shares in Q1 2024, an estimated $201K.
  • Truist Financial first reported a position in Simplify Hedged Equity ETF in Q1 2022 and held it in 8 quarters.
  • Truist Financial's Simplify Hedged Equity ETF position peaked at $1.69M in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.