KWM
TRU icon

Kingsview Wealth Management’s TransUnion TRU Stock Holding History

Kingsview Wealth Management’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
2021
Q4 		– Sell
-2,198
Closed -$247K – 1045
2021
Q3 		$247K Hold
2,198
– – 0.01% 740
2021
Q2 		$243K Buy
+2,198
New +$229K 0.01% 773

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's TRU Position: Q4 2021 in Review

Kingsview Wealth Management sold out of TransUnion (TRU) in Q4 2021, closing a stake of 2,198 shares — an estimated $247K sold.

Kingsview Wealth Management first reported a position in TRU in Q2 2021 and held it in 2 quarters. The position peaked at $247K in Q3 2021. 470 funds tracked by Wall St. Rank hold TRU as of Q4 2021.

  • Kingsview Wealth Management reported no remaining TransUnion position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,198 TransUnion shares in Q4 2021, an estimated $247K.
  • Kingsview Wealth Management first reported a position in TransUnion in Q2 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's TransUnion position peaked at $247K in Q3 2021.
  • 470 funds tracked by Wall St. Rank held TransUnion as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.