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Financial Network Wealth Advisors’s TransUnion TRU Stock Holding History

Financial Network Wealth Advisors’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
Q4 		– Sell
-37
Closed -$3.87K – 818
2024
Q3 		$3.87K Sell
37
-19
-34% -$1.71K ﹤0.01% 552
2024
Q2 		$4.43K Buy
+56
New +$4.18K ﹤0.01% 601

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Financial Network Wealth Advisors's TRU Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of TransUnion (TRU) in Q4 2024, closing a stake of 37 shares — an estimated $3.87K sold.

Financial Network Wealth Advisors first reported a position in TRU in Q2 2024 and held it in 2 quarters. The position peaked at $4.43K in Q2 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 37 TransUnion shares in Q4 2024, an estimated $3.87K.
  • Financial Network Wealth Advisors first reported a position in TransUnion in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's TransUnion position peaked at $4.43K in Q2 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.