Truist Financial
MBOX icon

Truist Financial’s Freedom Day Dividend ETF MBOX Stock Holding History

Truist Financial’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,058
Closed -$240K – 2577
2024
Q3 		$240K Hold
7,058
– – ﹤0.01% 2260
2024
Q2 		$225K Buy
7,058
+22
+0.3% +$693 ﹤0.01% 2434
2024
Q1 		$226K Hold
7,036
– – ﹤0.01% 2429
2023
Q4 		$202K Buy
+7,036
New +$187K ﹤0.01% 2499

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial's MBOX Position: Q4 2024 in Review

Truist Financial sold out of Freedom Day Dividend ETF (MBOX) in Q4 2024, closing a stake of 7,058 shares — an estimated $240K sold.

Truist Financial first reported a position in MBOX in Q4 2023 and held it in 4 quarters. The position peaked at $240K in Q3 2024. 8 funds tracked by Wall St. Rank hold MBOX as of Q4 2024.

  • Truist Financial reported no remaining Freedom Day Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 7,058 Freedom Day Dividend ETF shares in Q4 2024, an estimated $240K.
  • Truist Financial first reported a position in Freedom Day Dividend ETF in Q4 2023 and held it in 4 quarters.
  • Truist Financial's Freedom Day Dividend ETF position peaked at $240K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.