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Lionsbridge Wealth Management’s TransUnion TRU Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-27
Closed -$2K – 292
2019
Q4 		$2K Buy
+27
New +$2.25K ﹤0.01% 194

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BlackRock
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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lionsbridge Wealth Management's TRU Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of TransUnion (TRU) in Q1 2020, closing a stake of 27 shares — an estimated $2K sold.

Lionsbridge Wealth Management first reported a position in TRU in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 426 funds tracked by Wall St. Rank hold TRU as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining TransUnion position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 27 TransUnion shares in Q1 2020, an estimated $2K.
  • Lionsbridge Wealth Management first reported a position in TransUnion in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's TransUnion position peaked at $2K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held TransUnion as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.