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Motive Wealth Advisors’s TransUnion TRU Stock Holding History

Motive Wealth Advisors’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
Q3 		– Sell
-5,190
Closed -$415K – 84
2022
Q2 		$415K Sell
5,190
-1,465
-22% -$126K 0.33% 49
2022
Q1 		$688K Sell
6,655
-1,048
-14% -$106K 0.47% 43
2021
Q4 		$913K Sell
7,703
-1,168
-13% -$134K 0.55% 35
2021
Q3 		$996K Sell
8,871
-56
-0.6% -$6.58K 0.67% 31
2021
Q2 		$980K Buy
+8,927
New +$931K 0.7% 32

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
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
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Motive Wealth Advisors's TRU Position: Q3 2022 in Review

Motive Wealth Advisors sold out of TransUnion (TRU) in Q3 2022, closing a stake of 5,190 shares — an estimated $415K sold.

Motive Wealth Advisors first reported a position in TRU in Q2 2021 and held it in 5 quarters. The position peaked at $996K in Q3 2021. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

  • Motive Wealth Advisors reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 5,190 TransUnion shares in Q3 2022, an estimated $415K.
  • Motive Wealth Advisors first reported a position in TransUnion in Q2 2021 and held it in 5 quarters.
  • Motive Wealth Advisors's TransUnion position peaked at $996K in Q3 2021.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.