TCI Wealth Advisors’s TransUnion TRU Stock Holding History

TCI 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
2023 Q2	–	Sell	-23	Closed	-$1.43K	–	2083
2023 Q1	$1.43K	Hold	23	–	–	﹤0.01%	2046
2022 Q4	$1.3K	Sell	23 -1	-4%	-$59	﹤0.01%	2070
2022 Q3	$1K	Buy	24 +6	+33%	+$461	﹤0.01%	2168
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	2213
2022 Q1	$2K	Sell	18 -2	-10%	-$203	﹤0.01%	2033
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	2128
2021 Q3	$2K	Buy	20 +2	+11%	+$235	﹤0.01%	2184
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	2105
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	1909
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	1280
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	1189
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	1133
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1354
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	1214
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1392
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1308
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1313
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	1318
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	1336
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	1386
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	1230
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	1273
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	1210
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	1224
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	1173
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	1240
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	1227
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	1160
2016 Q1	$0	Buy	+18	New	+$456	﹤0.01%	1411

Other funds holding TRU

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

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

BlackRock New York $5.7T 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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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