Truist Financial
PIM

Truist Financial’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Truist Financial’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30,813
Closed -$122K – 2809
2021
Q4 		$122K Hold
30,813
– – ﹤0.01% 2665
2021
Q3 		$125K Buy
+30,813
New +$127K ﹤0.01% 2631

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial's PIM Position: Q1 2022 in Review

Truist Financial sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2022, closing a stake of 30,813 shares — an estimated $122K sold.

Truist Financial first reported a position in PIM in Q3 2021 and held it in 2 quarters. The position peaked at $125K in Q3 2021. 43 funds tracked by Wall St. Rank hold PIM as of Q1 2022.

  • Truist Financial reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 30,813 Franklin Master Intermediate Income Trust shares in Q1 2022, an estimated $122K.
  • Truist Financial first reported a position in Franklin Master Intermediate Income Trust in Q3 2021 and held it in 2 quarters.
  • Truist Financial's Franklin Master Intermediate Income Trust position peaked at $125K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2022.

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