Truist Financial
WFM

Truist Financial’s Whole Foods Market Inc WFM Stock Holding History

Truist Financial’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,248
Closed -$234K – 872
2016
Q3 		$234K Sell
8,248
-4,482
-35% -$138K ﹤0.01% 755
2016
Q2 		$408K Sell
12,730
-6,789
-35% -$211K 0.01% 623
2016
Q1 		$607K Sell
19,519
-18,014
-48% -$564K 0.02% 512
2015
Q4 		$1.26M Sell
37,533
-45,589
-55% -$1.45M 0.03% 387
2015
Q3 		$2.63M Buy
83,122
+46,780
+129% +$1.65M 0.07% 281
2015
Q2 		$1.43M Buy
+36,342
New +$1.63M 0.04% 336
2014
Q2 		– Sell
-4,605
Closed -$234K – 812
2014
Q1 		$234K Sell
4,605
-856
-16% -$45.6K 0.01% 712
2013
Q4 		$316K Buy
5,461
+189
+4% +$11.2K 0.01% 613
2013
Q3 		$308K Buy
5,272
+130
+3% +$7.18K 0.01% 597
2013
Q2 		$265K Buy
+5,142
New +$248K 0.01% 628

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return