Truist Financial
SR icon

Truist Financial’s Spire SR Stock Holding History

Truist Financial’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
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

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Truist Financial's SR Position: Q3 2024 in Review

Truist Financial sold out of Spire (SR) in Q3 2024, closing a stake of 9,666 shares — an estimated $587K sold.

Truist Financial first reported a position in SR in Q1 2020 and held it in 4 quarters. The position peaked at $869K in Q2 2021. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

  • Truist Financial reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 9,666 Spire shares in Q3 2024, an estimated $587K.
  • Truist Financial first reported a position in Spire in Q1 2020 and held it in 4 quarters.
  • Truist Financial's Spire position peaked at $869K in Q2 2021.
  • 310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.