IWP
TRU icon

Icon Wealth Partners’s TransUnion TRU Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-168
Closed -$11K – 713
2019
Q1 		$11K Buy
+168
New +$10.4K ﹤0.01% 655
2018
Q3 		– Sell
-178
Closed -$13K – 689
2018
Q2 		$13K Buy
+178
New +$11.9K 0.01% 670
2018
Q1 		– Sell
-190
Closed -$10K – 687
2017
Q4 		$10K Buy
+190
New +$10.1K 0.01% 710

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Icon Wealth Partners's TRU Position: Q2 2019 in Review

Icon Wealth Partners sold out of TransUnion (TRU) in Q2 2019, closing a stake of 168 shares — an estimated $11K sold.

Icon Wealth Partners first reported a position in TRU in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 354 funds tracked by Wall St. Rank hold TRU as of Q2 2019.

  • Icon Wealth Partners reported no remaining TransUnion position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 168 TransUnion shares in Q2 2019, an estimated $11K.
  • Icon Wealth Partners first reported a position in TransUnion in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's TransUnion position peaked at $13K in Q2 2018.
  • 354 funds tracked by Wall St. Rank held TransUnion as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.