VFA
TRU icon

Valeo Financial Advisors’s TransUnion TRU Stock Holding History

Valeo Financial 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
Q3 		– Sell
-119
Closed -$10K – 2146
2020
Q2 		$10K Buy
119
+12
+11% +$958 ﹤0.01% 1292
2020
Q1 		$7K Hold
107
– – ﹤0.01% 1228
2019
Q4 		$9K Sell
107
-7
-6% -$583 ﹤0.01% 1149
2019
Q3 		$9K Sell
114
-26,264
-100% -$2.11M ﹤0.01% 1066
2019
Q2 		$1.94M Hold
26,378
– – 0.22% 74
2019
Q1 		$1.76M Buy
26,378
+26,264
+23,039% +$1.63M 0.21% 81
2018
Q4 		$6K Buy
114
+8
+8% +$512 ﹤0.01% 1036
2018
Q3 		$7K Buy
106
+7
+7% +$520 ﹤0.01% 1095
2018
Q2 		$7K Buy
99
+23
+30% +$1.53K ﹤0.01% 1054
2018
Q1 		$4K Sell
76
-1,988
-96% -$115K ﹤0.01% 1213
2017
Q4 		$113K Buy
+2,064
New +$110K 0.02% 323

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 $5.7T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return