Truist Financial
PEZ icon

Truist Financial’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Truist Financial’s Portfolio PEZ Stock Details PEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21,742
Closed -$1.99M – 2806
2021
Q4 		$1.99M Buy
+21,742
New +$2.03M ﹤0.01% 1302

Other funds holding PEZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's PEZ Position: Q1 2022 in Review

Truist Financial sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q1 2022, closing a stake of 21,742 shares — an estimated $1.99M sold.

Truist Financial first reported a position in PEZ in Q4 2021 and held it in 1 quarter. The position peaked at $1.99M in Q4 2021. 27 funds tracked by Wall St. Rank hold PEZ as of Q1 2022.

  • Truist Financial reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 21,742 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2022, an estimated $1.99M.
  • Truist Financial first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Truist Financial's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $1.99M in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2022.

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