Heritage Wealth Management (Arizona)’s TransUnion TRU Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$6.58K	Buy	116 +58	+100%	+$3.4K	﹤0.01%	839
2022 Q3	$3K	Hold	58	–	–	﹤0.01%	847
2022 Q2	$4.64K	Hold	58	–	–	﹤0.01%	778
2022 Q1	$6K	Buy	+58	New	+$5.88K	﹤0.01%	781
2021 Q3	$13K	Hold	119	–	–	﹤0.01%	631
2021 Q2	$13K	Sell	119 -30	-20%	-$3.13K	﹤0.01%	632
2021 Q1	$13K	Buy	+149	New	+$13.4K	0.01%	553

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TRU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its TransUnion (TRU) stake by 100% in Q4 2022, buying an estimated $3.4K and bringing the position to 116 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Heritage Wealth Management (Arizona) first reported a position in TRU in Q1 2021 and has held it in 7 quarters since. The position peaked at $13K in Q3 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

Heritage Wealth Management (Arizona) held 116 shares of TransUnion worth $6.58K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 58 TransUnion shares in Q4 2022, an estimated $3.4K.
TransUnion made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #839 holding.
Heritage Wealth Management (Arizona) first reported a position in TransUnion in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s TransUnion position peaked at $13K in Q3 2021.
398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.