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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

B. Riley Wealth Advisors's TRU Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of TransUnion (TRU) in Q1 2021, closing a stake of 2,340 shares — an estimated $233K sold.

B. Riley Wealth Advisors first reported a position in TRU in Q3 2017 and held it in 11 quarters. The position peaked at $432K in Q4 2019. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

B. Riley Wealth Advisors reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,340 TransUnion shares in Q1 2021, an estimated $233K.
B. Riley Wealth Advisors first reported a position in TransUnion in Q3 2017 and held it in 11 quarters.
B. Riley Wealth Advisors's TransUnion position peaked at $432K in Q4 2019.
436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.