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Prospera Financial Services’s TransUnion TRU Stock Holding History

Prospera Financial Services’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
2023
Q2 		– Sell
-4,565
Closed -$284K – 1077
2023
Q1 		$284K Buy
4,565
+143
+3% +$9.36K 0.01% 803
2022
Q4 		$251K Buy
+4,422
New +$259K 0.01% 764
2022
Q3 		– Sell
-40
Closed -$3K – 1531
2022
Q2 		$3K Sell
40
-19
-32% -$1.64K ﹤0.01% 1525
2022
Q1 		$6K Buy
+59
New +$5.99K ﹤0.01% 2234

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Prospera Financial Services's TRU Position: Q2 2023 in Review

Prospera Financial Services sold out of TransUnion (TRU) in Q2 2023, closing a stake of 4,565 shares — an estimated $284K sold.

Prospera Financial Services first reported a position in TRU in Q1 2022 and held it in 4 quarters. The position peaked at $284K in Q1 2023. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

  • Prospera Financial Services reported no remaining TransUnion position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 4,565 TransUnion shares in Q2 2023, an estimated $284K.
  • Prospera Financial Services first reported a position in TransUnion in Q1 2022 and held it in 4 quarters.
  • Prospera Financial Services's TransUnion position peaked at $284K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.