BDO Wealth Advisors’s TransUnion TRU Stock Holding History

BDO 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
2023 Q2	$6.11K	Buy	78 +30	+63%	+$2.08K	﹤0.01%	751
2023 Q1	$2.99K	Hold	48	–	–	﹤0.01%	863
2022 Q4	$2.73K	Hold	48	–	–	﹤0.01%	833
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	897
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	826
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	832
2021 Q4	$6K	Hold	48	–	–	﹤0.01%	811
2021 Q3	$5K	Hold	48	–	–	﹤0.01%	833
2021 Q2	$5K	Hold	48	–	–	﹤0.01%	868
2021 Q1	$4K	Buy	+48	New	+$4.33K	﹤0.01%	898
2018 Q2	–	Sell	-600	Closed	-$34K	–	682
2018 Q1	$34K	Buy	+600	New	+$34.6K	0.01%	280

Other funds holding TRU

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

BDO Wealth Advisors's TRU Position: Q2 2023 in Review

BDO Wealth Advisors increased its TransUnion (TRU) stake by 63% in Q2 2023, buying an estimated $2.08K and bringing the position to 78 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

BDO Wealth Advisors first reported a position in TRU in Q1 2018 and has held it in 11 quarters since. The position peaked at $34K in Q1 2018. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

BDO Wealth Advisors held 78 shares of TransUnion worth $6.11K as of Q2 2023.
BDO Wealth Advisors bought 30 TransUnion shares in Q2 2023, an estimated $2.08K.
TransUnion made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #751 holding.
BDO Wealth Advisors first reported a position in TransUnion in Q1 2018 and has held it in 11 quarters since.
BDO Wealth Advisors's TransUnion position peaked at $34K in Q1 2018.
420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.