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Capital Asset Advisory Services’s TransUnion TRU Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-521
Closed -$52K – 1442
2020
Q4 		$52K Buy
+521
New +$47.7K 0.01% 607

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Fidelity Investments
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BI
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Capital Asset Advisory Services's TRU Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of TransUnion (TRU) in Q1 2021, closing a stake of 521 shares — an estimated $52K sold.

Capital Asset Advisory Services first reported a position in TRU in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 435 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 521 TransUnion shares in Q1 2021, an estimated $52K.
  • Capital Asset Advisory Services first reported a position in TransUnion in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's TransUnion position peaked at $52K in Q4 2020.
  • 435 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.