FWM
TRU icon

FFT Wealth Management’s TransUnion TRU Stock Holding History

FFT 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
2025
Q1 		– Sell
-3,707
Closed -$344K – 185
2024
Q4 		$344K Buy
3,707
+1,075
+41% +$109K 0.03% 128
2024
Q3 		$276K Buy
+2,632
New +$237K 0.02% 142

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFT Wealth Management's TRU Position: Q1 2025 in Review

FFT Wealth Management sold out of TransUnion (TRU) in Q1 2025, closing a stake of 3,707 shares — an estimated $344K sold.

FFT Wealth Management first reported a position in TRU in Q3 2024 and held it in 2 quarters. The position peaked at $344K in Q4 2024. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • FFT Wealth Management reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 3,707 TransUnion shares in Q1 2025, an estimated $344K.
  • FFT Wealth Management first reported a position in TransUnion in Q3 2024 and held it in 2 quarters.
  • FFT Wealth Management's TransUnion position peaked at $344K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.