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Beaird Harris Wealth Management’s TransUnion TRU Stock Holding History

Beaird Harris Wealth Management’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
-46
Closed -$5K – 599
2022
Q1 		$5K Buy
+46
New +$4.67K ﹤0.01% 431

Other funds holding TRU

T. Rowe Price Associates
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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

Beaird Harris Wealth Management's TRU Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of TransUnion (TRU) in Q2 2022, closing a stake of 46 shares — an estimated $5K sold.

Beaird Harris Wealth Management first reported a position in TRU in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 46 TransUnion shares in Q2 2022, an estimated $5K.
  • Beaird Harris Wealth Management first reported a position in TransUnion in Q1 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's TransUnion position peaked at $5K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.