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Grey Fox Wealth Advisors’s TransUnion TRU Stock Holding History

Grey Fox 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
2023
Q2 		– Sell
-32
Closed -$1.99K – 471
2023
Q1 		$1.99K Buy
+32
New +$2.09K ﹤0.01% 418

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Grey Fox Wealth Advisors's TRU Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of TransUnion (TRU) in Q2 2023, closing a stake of 32 shares — an estimated $1.99K sold.

Grey Fox Wealth Advisors first reported a position in TRU in Q1 2023 and held it in 1 quarter. The position peaked at $1.99K in Q1 2023. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining TransUnion position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 32 TransUnion shares in Q2 2023, an estimated $1.99K.
  • Grey Fox Wealth Advisors first reported a position in TransUnion in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's TransUnion position peaked at $1.99K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.