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Filbrandt Wealth Management’s TransUnion TRU Stock Holding History

Filbrandt 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
Q3 		– Sell
-40
Closed -$3K – 329
2020
Q2 		$3K Buy
+40
New +$3.19K ﹤0.01% 308

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Principal Financial Group
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State Street
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Select Equity Group
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FPP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Filbrandt Wealth Management's TRU Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of TransUnion (TRU) in Q3 2020, closing a stake of 40 shares — an estimated $3K sold.

Filbrandt Wealth Management first reported a position in TRU in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 444 funds tracked by Wall St. Rank hold TRU as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining TransUnion position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 40 TransUnion shares in Q3 2020, an estimated $3K.
  • Filbrandt Wealth Management first reported a position in TransUnion in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's TransUnion position peaked at $3K in Q2 2020.
  • 444 funds tracked by Wall St. Rank held TransUnion as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.