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Beacon Pointe Advisors’s TransUnion TRU Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-2,014
Closed -$208K – 1217
2022
Q1 		$208K Buy
2,014
+285
+16% +$28.9K ﹤0.01% 1116
2021
Q4 		$205K Buy
+1,729
New +$198K 0.01% 870

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Beacon Pointe Advisors's TRU Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of TransUnion (TRU) in Q2 2022, closing a stake of 2,014 shares — an estimated $208K sold.

Beacon Pointe Advisors first reported a position in TRU in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,014 TransUnion shares in Q2 2022, an estimated $208K.
  • Beacon Pointe Advisors first reported a position in TransUnion in Q4 2021 and held it in 2 quarters.
  • Beacon Pointe Advisors's TransUnion position peaked at $208K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.