Truist Financial
OFIX icon

Truist Financial’s Orthofix Medical OFIX Stock Holding History

Truist Financial’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,293
Closed -$478K – 2643
2022
Q4 		$478K Buy
+23,293
New +$411K ﹤0.01% 1986
2021
Q4 		– Sell
-9,337
Closed -$356K – 2820
2021
Q3 		$356K Sell
9,337
-2,888
-24% -$115K ﹤0.01% 2228
2021
Q2 		$490K Buy
+12,225
New +$517K ﹤0.01% 2068

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Truist Financial's OFIX Position: Q1 2023 in Review

Truist Financial sold out of Orthofix Medical (OFIX) in Q1 2023, closing a stake of 23,293 shares — an estimated $478K sold.

Truist Financial first reported a position in OFIX in Q2 2021 and held it in 3 quarters. The position peaked at $490K in Q2 2021. 162 funds tracked by Wall St. Rank hold OFIX as of Q1 2023.

  • Truist Financial reported no remaining Orthofix Medical position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 23,293 Orthofix Medical shares in Q1 2023, an estimated $478K.
  • Truist Financial first reported a position in Orthofix Medical in Q2 2021 and held it in 3 quarters.
  • Truist Financial's Orthofix Medical position peaked at $490K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2023.

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