Truist Financial

Truist Financial’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Truist Financial’s Portfolio IDE Stock Details IDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-24,620	Closed	-$297K	–	2748
2021 Q4	$297K	Buy	24,620 +1,095	+5%	+$13.3K	﹤0.01%	2368
2021 Q3	$295K	Buy	23,525 +2,365	+11%	+$30.7K	﹤0.01%	2365
2021 Q2	$271K	Sell	21,160 -2,250	-10%	-$28.4K	﹤0.01%	2429
2021 Q1	$290K	Buy	23,410 +1,200	+5%	+$13.6K	﹤0.01%	2302
2020 Q4	$229K	Sell	22,210 -3,540	-14%	-$35.4K	﹤0.01%	2320
2020 Q3	$245K	Hold	25,750	–	–	﹤0.01%	2154
2020 Q2	$232K	Buy	25,750 +6,123	+31%	+$53.2K	﹤0.01%	2104
2020 Q1	$160K	Buy	19,627 +6,750	+52%	+$70.2K	﹤0.01%	2179
2019 Q4	$148K	Buy	+12,877	New	+$146K	﹤0.01%	2391

Other funds holding IDE

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

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

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

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

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return