AWM
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Accurate Wealth Management’s TransUnion TRU Stock Holding History

Accurate Wealth Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-120
Closed -$7.69K – 1360
2022
Q4 		$7.69K Buy
+120
New +$7.03K ﹤0.01% 922

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accurate Wealth Management's TRU Position: Q1 2023 in Review

Accurate Wealth Management sold out of TransUnion (TRU) in Q1 2023, closing a stake of 120 shares — an estimated $7.69K sold.

Accurate Wealth Management first reported a position in TRU in Q4 2022 and held it in 1 quarter. The position peaked at $7.69K in Q4 2022. 392 funds tracked by Wall St. Rank hold TRU as of Q1 2023.

  • Accurate Wealth Management reported no remaining TransUnion position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 120 TransUnion shares in Q1 2023, an estimated $7.69K.
  • Accurate Wealth Management first reported a position in TransUnion in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's TransUnion position peaked at $7.69K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held TransUnion as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.