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Wealthcare Capital Management’s TransUnion TRU Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-27
Closed -$2K – 618
2021
Q1 		$2K Buy
+27
New +$2.44K ﹤0.01% 607
2020
Q1 		– Sell
-26
Closed -$2K – 610
2019
Q4 		$2K Buy
+26
New +$2.17K ﹤0.01% 565

Other funds holding TRU

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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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wealthcare Capital Management's TRU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of TransUnion (TRU) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in TRU in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 439 funds tracked by Wall St. Rank hold TRU as of Q2 2021.

  • Wealthcare Capital Management reported no remaining TransUnion position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 27 TransUnion shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in TransUnion in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's TransUnion position peaked at $2K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held TransUnion as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.