Truist Financial’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Truist Financial’s Portfolio PMM Stock Details PMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,458	Closed	-$116K	–	2643
2022 Q2	$116K	Sell	17,458 -8,950	-34%	-$59.1K	﹤0.01%	2532
2022 Q1	$187K	Buy	26,408 +9,000	+52%	+$67.5K	﹤0.01%	2544
2021 Q4	$153K	Buy	17,408 +1,204	+7%	+$10.3K	﹤0.01%	2637
2021 Q3	$135K	Buy	+16,204	New	+$139K	﹤0.01%	2624
2021 Q2	–	Sell	-15,336	Closed	-$125K	–	2787
2021 Q1	$125K	Buy	+15,336	New	+$124K	﹤0.01%	2559
2020 Q4	–	Sell	-14,908	Closed	-$114K	–	2619
2020 Q3	$114K	Buy	+14,908	New	+$116K	﹤0.01%	2347

Other funds holding PMM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's PMM Position: Q3 2022 in Review

Truist Financial sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2022, closing a stake of 17,458 shares — an estimated $116K sold.

Truist Financial first reported a position in PMM in Q3 2020 and held it in 6 quarters. The position peaked at $187K in Q1 2022. 73 funds tracked by Wall St. Rank hold PMM as of Q3 2022.

Truist Financial reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
Truist Financial sold 17,458 Franklin Managed Municipal Income Trust shares in Q3 2022, an estimated $116K.
Truist Financial first reported a position in Franklin Managed Municipal Income Trust in Q3 2020 and held it in 6 quarters.
Truist Financial's Franklin Managed Municipal Income Trust position peaked at $187K in Q1 2022.
73 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2022.

Based on Truist Financial's 13F filing for Q3 2022, filed 26 Oct 2022.