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Kiely Wealth Advisory Group’s TransUnion TRU Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$9.37K Hold
99
– – 0.01% 202
2024
Q3 		$10.2K Hold
99
– – 0.01% 197
2024
Q2 		$8.53K Hold
99
– – ﹤0.01% 195
2024
Q1 		$7.51K Hold
99
– – ﹤0.01% 185
2023
Q4 		$6.87K Buy
+99
New +$6.03K ﹤0.01% 188

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Kiely Wealth Advisory Group's TRU Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its TransUnion (TRU) position steady in Q4 2024 at 99 shares worth $9.37K. The position accounts for 0.01% of the portfolio, ranked #202.

Kiely Wealth Advisory Group first reported a position in TRU in Q4 2023 and has held it in 5 quarters since. The position peaked at $10.2K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Kiely Wealth Advisory Group held 99 shares of TransUnion worth $9.37K as of Q4 2024.
  • Kiely Wealth Advisory Group left its TransUnion share count unchanged in Q4 2024.
  • TransUnion made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #202 holding.
  • Kiely Wealth Advisory Group first reported a position in TransUnion in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's TransUnion position peaked at $10.2K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.