Arete Wealth Advisors’s TransUnion TRU Stock Holding History

Arete Wealth Advisors’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
2021 Q4	–	Sell	-2,095	Closed	-$235K	–	529
2021 Q3	$235K	Sell	2,095 -12	-0.6%	-$1.41K	0.03%	374
2021 Q2	$230K	Sell	2,107 -121	-5%	-$12.6K	0.03%	307
2021 Q1	$201K	Buy	+2,228	New	+$201K	0.03%	399
2020 Q3	–	Sell	-4,541	Closed	-$395K	–	413
2020 Q2	$395K	Sell	4,541 -4,696	-51%	-$375K	0.07%	251
2020 Q1	$611K	Buy	+9,237	New	+$798K	0.12%	173

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arete Wealth Advisors's TRU Position: Q4 2021 in Review

Arete Wealth Advisors sold out of TransUnion (TRU) in Q4 2021, closing a stake of 2,095 shares — an estimated $235K sold.

Arete Wealth Advisors first reported a position in TRU in Q1 2020 and held it in 5 quarters. The position peaked at $611K in Q1 2020. 470 funds tracked by Wall St. Rank hold TRU as of Q4 2021.

Arete Wealth Advisors reported no remaining TransUnion position as of Q4 2021 after selling out during the quarter.
Arete Wealth Advisors sold 2,095 TransUnion shares in Q4 2021, an estimated $235K.
Arete Wealth Advisors first reported a position in TransUnion in Q1 2020 and held it in 5 quarters.
Arete Wealth Advisors's TransUnion position peaked at $611K in Q1 2020.
470 funds tracked by Wall St. Rank held TransUnion as of Q4 2021.

Based on Arete Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.