BRWA
TRU icon

B. Riley Wealth Advisors’s TransUnion TRU Stock Holding History

B. Riley 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
Q1 		– Sell
-2,340
Closed -$233K – 1415
2020
Q4 		$233K Buy
+2,340
New +$214K 0.01% 874
2020
Q1 		– Sell
-5,037
Closed -$432K – 896
2019
Q4 		$432K Sell
5,037
-7
-0.1% -$583 0.04% 483
2019
Q3 		$410K Buy
5,044
+3
+0.1% +$241 0.04% 469
2019
Q2 		$372K Sell
5,041
-168
-3% -$11.5K 0.04% 486
2019
Q1 		$349K Buy
5,209
+11
+0.2% +$681 0.04% 443
2018
Q4 		$296K Buy
5,198
+257
+5% +$16.4K 0.04% 437
2018
Q3 		$365K Sell
4,941
-38
-0.8% -$2.83K 0.04% 431
2018
Q2 		$357K Sell
4,979
-164
-3% -$10.9K 0.05% 407
2018
Q1 		$293K Buy
5,143
+9
+0.2% +$519 0.04% 466
2017
Q4 		$283K Buy
5,134
+108
+2% +$5.75K 0.04% 469
2017
Q3 		$239K Buy
+5,026
New +$230K 0.04% 442

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return