BNC Wealth Management’s TransUnion TRU Stock Holding History

BNC 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
2020 Q4	–	Sell	-208	Closed	-$17K	–	426
2020 Q3	$17K	Buy	+208	New	+$18K	0.01%	248

Other funds holding TRU

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

BNC Wealth Management's TRU Position: Q4 2020 in Review

BNC Wealth Management sold out of TransUnion (TRU) in Q4 2020, closing a stake of 208 shares — an estimated $17K sold.

BNC Wealth Management first reported a position in TRU in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 457 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

BNC Wealth Management reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 208 TransUnion shares in Q4 2020, an estimated $17K.
BNC Wealth Management first reported a position in TransUnion in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's TransUnion position peaked at $17K in Q3 2020.
457 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.