Truist Financial
TDSE

Truist Financial’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Truist Financial’s Portfolio TDSE Stock Details TDSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,940
Closed -$295K – 2702
2022
Q2 		$295K Buy
+12,940
New +$306K ﹤0.01% 2228

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AWM
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AWM
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JP Morgan Chase
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Envestnet Asset Management
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's TDSE Position: Q3 2022 in Review

Truist Financial sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q3 2022, closing a stake of 12,940 shares — an estimated $295K sold.

Truist Financial first reported a position in TDSE in Q2 2022 and held it in 1 quarter. The position peaked at $295K in Q2 2022. 9 funds tracked by Wall St. Rank hold TDSE as of Q3 2022.

  • Truist Financial reported no remaining Cabana Target Drawdown 16 ETF position as of Q3 2022 after selling out during the quarter.
  • Truist Financial sold 12,940 Cabana Target Drawdown 16 ETF shares in Q3 2022, an estimated $295K.
  • Truist Financial first reported a position in Cabana Target Drawdown 16 ETF in Q2 2022 and held it in 1 quarter.
  • Truist Financial's Cabana Target Drawdown 16 ETF position peaked at $295K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q3 2022.

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