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Focus Partners Advisor Solutions’s TransUnion TRU Stock Holding History

Focus Partners Advisor Solutions’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
-1,911
Closed -$200K – 869
2024
Q3 		$200K Buy
+1,911
New +$172K ﹤0.01% 723

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

Focus Partners Advisor Solutions's TRU Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of TransUnion (TRU) in Q4 2024, closing a stake of 1,911 shares — an estimated $200K sold.

Focus Partners Advisor Solutions first reported a position in TRU in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 1,911 TransUnion shares in Q4 2024, an estimated $200K.
  • Focus Partners Advisor Solutions first reported a position in TransUnion in Q3 2024 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's TransUnion position peaked at $200K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.