Truist Financial
JPT

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 – 2895
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return