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Global Wealth Strategies & Associates’s TransUnion TRU Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q1 		– Sell
-39
Closed -$2.21K – 386
2022
Q4 		$2.21K Buy
+39
New +$2.29K ﹤0.01% 260

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Strategies & Associates's TRU Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of TransUnion (TRU) in Q1 2023, closing a stake of 39 shares — an estimated $2.21K sold.

Global Wealth Strategies & Associates first reported a position in TRU in Q4 2022 and held it in 1 quarter. The position peaked at $2.21K in Q4 2022. 393 funds tracked by Wall St. Rank hold TRU as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining TransUnion position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 39 TransUnion shares in Q1 2023, an estimated $2.21K.
  • Global Wealth Strategies & Associates first reported a position in TransUnion in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's TransUnion position peaked at $2.21K in Q4 2022.
  • 393 funds tracked by Wall St. Rank held TransUnion as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.