Truist Financial
NID

Truist Financial’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Truist Financial’s Portfolio NID Stock Details NID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,959
Closed -$288K – 2727
2022
Q4 		$288K Sell
21,959
-1,947
-8% -$24.8K ﹤0.01% 2251
2022
Q3 		$296K Buy
23,906
+58
+0.2% +$770 ﹤0.01% 2099
2022
Q2 		$310K Sell
23,848
-3,943
-14% -$52.3K ﹤0.01% 2200
2022
Q1 		$385K Buy
27,791
+35
+0.1% +$498 ﹤0.01% 2150
2021
Q4 		$414K Buy
27,756
+68
+0.2% +$1.01K ﹤0.01% 2135
2021
Q3 		$408K Sell
27,688
-3,238
-10% -$48.1K ﹤0.01% 2127
2021
Q2 		$463K Sell
30,926
-11,922
-28% -$172K ﹤0.01% 2107
2021
Q1 		$612K Buy
42,848
+6,057
+16% +$85.2K ﹤0.01% 1864
2020
Q4 		$511K Sell
36,791
-74
-0.2% -$1K ﹤0.01% 1834
2020
Q3 		$492K Buy
36,865
+67
+0.2% +$893 ﹤0.01% 1746
2020
Q2 		$487K Buy
36,798
+70
+0.2% +$895 ﹤0.01% 1638
2020
Q1 		$477K Sell
36,728
-2,614
-7% -$35.9K ﹤0.01% 1586
2019
Q4 		$547K Buy
+39,342
New +$542K ﹤0.01% 1797

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Truist Financial's NID Position: Q1 2023 in Review

Truist Financial sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 21,959 shares — an estimated $288K sold.

Truist Financial first reported a position in NID in Q4 2019 and held it in 13 quarters. The position peaked at $612K in Q1 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Truist Financial reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 21,959 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $288K.
  • Truist Financial first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2019 and held it in 13 quarters.
  • Truist Financial's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $612K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.