Truist Financial’s Nuveen Preferred and Income Fund JPT Stock Holding History

Truist Financial’s Portfolio JPT Stock Details JPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,395	Closed	-$255K	–	2894
2021 Q4	$255K	Sell	10,395 -1,000	-9%	-$24.6K	﹤0.01%	2471
2021 Q3	$284K	Sell	11,395 -3,726	-25%	-$93.6K	﹤0.01%	2385
2021 Q2	$378K	Buy	15,121 +293	+2%	+$7.24K	﹤0.01%	2239
2021 Q1	$363K	Sell	14,828 -822	-5%	-$20K	﹤0.01%	2161
2020 Q4	$381K	Buy	15,650 +566	+4%	+$13.3K	﹤0.01%	2009
2020 Q3	$346K	Sell	15,084 -666	-4%	-$15.2K	﹤0.01%	1931
2020 Q2	$354K	Sell	15,750 -634	-4%	-$13.5K	﹤0.01%	1834
2020 Q1	$313K	Buy	16,384 +2,205	+16%	+$51.9K	﹤0.01%	1831
2019 Q4	$357K	Buy	+14,179	New	+$351K	﹤0.01%	2056

Other funds holding JPT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Truist Financial's JPT Position: Q1 2022 in Review

Truist Financial sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2022, closing a stake of 10,395 shares — an estimated $255K sold.

Truist Financial first reported a position in JPT in Q4 2019 and held it in 9 quarters. The position peaked at $381K in Q4 2020. 20 funds tracked by Wall St. Rank hold JPT as of Q1 2022.

Truist Financial reported no remaining Nuveen Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Truist Financial sold 10,395 Nuveen Preferred and Income Fund shares in Q1 2022, an estimated $255K.
Truist Financial first reported a position in Nuveen Preferred and Income Fund in Q4 2019 and held it in 9 quarters.
Truist Financial's Nuveen Preferred and Income Fund position peaked at $381K in Q4 2020.
20 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.