Number of Shares
25,811.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
0.24%
Total Estimate Gain
$-436,725.17
% of Total Estimate Gain
-14.47%

WEST PACES ADVISORS INC.'s Truist Financial Corp Holding Summary

As of 2025-03-31, WEST PACES ADVISORS INC. held 25,811.00 shares of Truist Financial Corp(TFC), totaling $1.06 Mil. This investment constitutes 0.24% of their stock portfolio, and WEST PACES ADVISORS INC. now holds 0% of the outstanding Truist Financial Corp(TFC) stock.

The initial trade took place in 2018Q4. And since then WEST PACES ADVISORS INC. has made 6 purchases of TFC, at an average price of $46.57, for a total of 64,786.00 shares. In addition, there have been 11 sales at an average price of $38.04 for 38,975.00 shares. Based on historical transaction data and TFC's current price of $42.54, WEST PACES ADVISORS INC.'s estimated gain on his TFC holdings is $-436,725.17, reflecting a -14.47% gain to date.

WEST PACES ADVISORS INC. TFC ($42.54) Holding Chart

WEST PACES ADVISORS INC. TFC ($42.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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