SWS
TRU icon

SYSTM Wealth Solutions’s TransUnion TRU Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-462
Closed -$36.9K – 950
2024
Q1 		$36.9K Sell
462
-25
-5% -$1.83K ﹤0.01% 627
2023
Q4 		$33.5K Buy
+487
New +$29.7K ﹤0.01% 649

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SYSTM Wealth Solutions's TRU Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of TransUnion (TRU) in Q2 2024, closing a stake of 462 shares — an estimated $36.9K sold.

SYSTM Wealth Solutions first reported a position in TRU in Q4 2023 and held it in 2 quarters. The position peaked at $36.9K in Q1 2024. 468 funds tracked by Wall St. Rank hold TRU as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining TransUnion position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 462 TransUnion shares in Q2 2024, an estimated $36.9K.
  • SYSTM Wealth Solutions first reported a position in TransUnion in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's TransUnion position peaked at $36.9K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held TransUnion as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.