Truist Financial’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Truist Financial’s Portfolio PMO Stock Details PMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,903	Closed	-$117K	–	2658
2022 Q3	$117K	Buy	11,903 +200	+2%	+$2.35K	﹤0.01%	2399
2022 Q2	$138K	Sell	11,703 -2,072	-15%	-$22.9K	﹤0.01%	2509
2022 Q1	$160K	Sell	13,775 -5,300	-28%	-$66.4K	﹤0.01%	2569
2021 Q4	$275K	Hold	19,075	–	–	﹤0.01%	2412
2021 Q3	$261K	Sell	19,075 -1,300	-6%	-$18.7K	﹤0.01%	2430
2021 Q2	$288K	Sell	20,375 -100	-0.5%	-$1.39K	﹤0.01%	2393
2021 Q1	$274K	Hold	20,475	–	–	﹤0.01%	2341
2020 Q4	$280K	Buy	20,475 +3,950	+24%	+$52.4K	﹤0.01%	2199
2020 Q3	$214K	Sell	16,525 -1,702	-9%	-$22.7K	﹤0.01%	2227
2020 Q2	$233K	Sell	18,227 -100	-0.5%	-$1.23K	﹤0.01%	2103
2020 Q1	$218K	Buy	18,327 +6,025	+49%	+$77.9K	﹤0.01%	2077
2019 Q4	$161K	Buy	+12,302	New	+$161K	﹤0.01%	2382

Other funds holding PMO

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

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJA

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial's PMO Position: Q4 2022 in Review

Truist Financial sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2022, closing a stake of 11,903 shares — an estimated $117K sold.

Truist Financial first reported a position in PMO in Q4 2019 and held it in 12 quarters. The position peaked at $288K in Q2 2021. 66 funds tracked by Wall St. Rank hold PMO as of Q4 2022.

Truist Financial reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 11,903 Franklin Municipal Opportunities Trust shares in Q4 2022, an estimated $117K.
Truist Financial first reported a position in Franklin Municipal Opportunities Trust in Q4 2019 and held it in 12 quarters.
Truist Financial's Franklin Municipal Opportunities Trust position peaked at $288K in Q2 2021.
66 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.