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TFO Wealth Partners’s TransUnion TRU Stock Holding History

TFO Wealth Partners’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
-12
Closed -$1K – 466
2022
Q2 		$1K Buy
+12
New +$1.03K ﹤0.01% 472

Other funds holding TRU

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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

TFO Wealth Partners's TRU Position: Q3 2022 in Review

TFO Wealth Partners sold out of TransUnion (TRU) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in TRU in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

  • TFO Wealth Partners reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 12 TransUnion shares in Q3 2022, an estimated $1K.
  • TFO Wealth Partners first reported a position in TransUnion in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's TransUnion position peaked at $1K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.