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Truist Financial’s
Spire
SR
Stock Holding History
Truist Financial’s Portfolio
SR Stock Details
SR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-9,666
Closed
-$587K
–
2714
2024
Q2
$587K
Buy
+9,666
New
+$584K
﹤0.01%
1873
2022
Q2
–
Sell
-10,095
Closed
-$725K
–
2766
2022
Q1
$725K
Buy
+10,095
New
+$669K
﹤0.01%
1789
2021
Q3
–
Sell
-12,027
Closed
-$869K
–
2820
2021
Q2
$869K
Buy
+12,027
New
+$896K
﹤0.01%
1722
2020
Q2
–
Sell
-5,861
Closed
-$437K
–
2572
2020
Q1
$437K
Buy
+5,861
New
+$470K
﹤0.01%
1635
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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