CWP
TRU icon

Concord Wealth Partners’s TransUnion TRU Stock Holding History

Concord Wealth Partners’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
-2,311
Closed -$159K – 903
2023
Q4 		$159K Buy
2,311
+159
+7% +$9.68K 0.03% 227
2023
Q3 		$154K Buy
2,152
+2,129
+9,257% +$167K 0.03% 222
2023
Q2 		$1.8K Buy
23
+14
+156% +$969 ﹤0.01% 884
2023
Q1 		$559 Sell
9
-14
-61% -$916 ﹤0.01% 933
2022
Q4 		$1.3K Buy
+23
New +$1.35K ﹤0.01% 1017
2022
Q3 		– Sell
-23
Closed -$2K – 1065
2022
Q2 		$2K Buy
23
+14
+156% +$1.21K ﹤0.01% 1074
2022
Q1 		$1K Hold
9
– – ﹤0.01% 1254
2021
Q4 		$1K Hold
9
– – ﹤0.01% 1266
2021
Q3 		$1K Hold
9
– – ﹤0.01% 870
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1012
2021
Q1 		$1K Buy
+9
New +$812 ﹤0.01% 963

Other funds holding TRU

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