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Founders Financial Alliance’s TransUnion TRU Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-135
Closed -$12K – 1179
2020
Q3 		$12K Buy
+135
New +$11.7K 0.01% 723

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Massachusetts Financial Services
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Principal Financial Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Founders Financial Alliance's TRU Position: Q4 2020 in Review

Founders Financial Alliance sold out of TransUnion (TRU) in Q4 2020, closing a stake of 135 shares — an estimated $12K sold.

Founders Financial Alliance first reported a position in TRU in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 457 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

  • Founders Financial Alliance reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 135 TransUnion shares in Q4 2020, an estimated $12K.
  • Founders Financial Alliance first reported a position in TransUnion in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's TransUnion position peaked at $12K in Q3 2020.
  • 457 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.