Current Value of Holding

$19.4 Million

Shares

491 Thousand

% of Portfolio

0.03%

Average Buy Price

$36.6

Avg closing price
Price range

12 Jim Simons Truist Financial Trades

Jim Simons acquired 491 Thousand Truist Financial shares worth $19.4 Million. That's 0.03% of their equity portfolio (634th largest holding). The first Truist Financial trade was made in Q4 2020. Since then Jim Simons bought shares five more times and sold shares on six occasions. The stake costed the investor $18 Million, netting the investor a gain of 7.9% so far.

Avg closing price
Price range
New holding (+491 Thousand shares) Q1 2024
Avg closing price $36.58
Price range $34.53 - $38.98
Sold -1.88 Million shares Q4 2023
Avg closing price $31.40
Price range $27.03 - $37.64
Increased shares by 2535.0% (+1.81 Million shares) Q3 2023
Avg closing price $30.75
Price range $27.97 - $35.59
Sold 85.9% shares (-434 Thousand shares) Q2 2023
Avg closing price $31.06
Price range $26.21 - $34.79
Sold 20.0% shares (-126 Thousand shares) Q1 2023
Avg closing price $43.65
Price range $30.56 - $50.39
New holding (+632 Thousand shares) Q4 2022
Avg closing price $43.87
Price range $40.42 - $47.26
Sold -472 Thousand shares Q3 2022
Avg closing price $48.11
Price range $43.04 - $52.01
New holding (+472 Thousand shares) Q2 2022
Avg closing price $49.32
Price range $45.68 - $55.36
Sold -947 Thousand shares Q3 2021
Avg closing price $55.88
Price range $52.18 - $60.15
Sold 24.5% shares (-307 Thousand shares) Q2 2021
Avg closing price $58.74
Price range $52.81 - $62.14
Increased shares by 466.0% (+1.03 Million shares) Q1 2021
Avg closing price $54.81
Price range $47.18 - $60.17
New holding (+222 Thousand shares) Q4 2020
Avg closing price $45.27
Price range $38.75 - $49.04

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