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BKM Wealth Management’s TransUnion TRU Stock Holding History

BKM 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
2024
Q1 		– Sell
-40
Closed -$2.75K – 523
2023
Q4 		$2.75K Buy
+40
New +$2.44K ﹤0.01% 546

Other funds holding TRU

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BKM Wealth Management's TRU Position: Q1 2024 in Review

BKM Wealth Management sold out of TransUnion (TRU) in Q1 2024, closing a stake of 40 shares — an estimated $2.75K sold.

BKM Wealth Management first reported a position in TRU in Q4 2023 and held it in 1 quarter. The position peaked at $2.75K in Q4 2023. 432 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

  • BKM Wealth Management reported no remaining TransUnion position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 40 TransUnion shares in Q1 2024, an estimated $2.75K.
  • BKM Wealth Management first reported a position in TransUnion in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's TransUnion position peaked at $2.75K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.