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Realta Investment Advisors’s TransUnion TRU Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-300
Closed -$26K – 1294
2019
Q4 		$26K Hold
300
– – 0.01% 844
2019
Q3 		$24K Hold
300
– – 0.01% 870
2019
Q2 		$22K Hold
300
– – 0.01% 908
2019
Q1 		$20K Buy
+300
New +$18.6K 0.01% 761

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
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

Realta Investment Advisors's TRU Position: Q1 2020 in Review

Realta Investment Advisors sold out of TransUnion (TRU) in Q1 2020, closing a stake of 300 shares — an estimated $26K sold.

Realta Investment Advisors first reported a position in TRU in Q1 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 426 funds tracked by Wall St. Rank hold TRU as of Q1 2020.

  • Realta Investment Advisors reported no remaining TransUnion position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 300 TransUnion shares in Q1 2020, an estimated $26K.
  • Realta Investment Advisors first reported a position in TransUnion in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's TransUnion position peaked at $26K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held TransUnion as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.