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WealthSource Partners’s TransUnion TRU Stock Holding History

WealthSource 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
2023
Q4 		$217K Sell
3,154
-540
-15% -$32.9K 0.01% 469
2023
Q3 		$265K Buy
3,694
+21
+0.6% +$1.65K 0.02% 423
2023
Q2 		$288K Sell
3,673
-1,284
-26% -$88.8K 0.02% 418
2023
Q1 		$308K Sell
4,957
-4
-0.1% -$262 0.02% 402
2022
Q4 		$282K Buy
+4,961
New +$291K 0.02% 408

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

WealthSource Partners's TRU Position: Q4 2023 in Review

WealthSource Partners reduced its TransUnion (TRU) stake by 15% in Q4 2023, selling an estimated $32.9K and leaving 3,154 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #469.

WealthSource Partners first reported a position in TRU in Q4 2022 and has held it in 5 quarters since. The position peaked at $308K in Q1 2023. 417 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

  • WealthSource Partners held 3,154 shares of TransUnion worth $217K as of Q4 2023.
  • WealthSource Partners sold 540 TransUnion shares in Q4 2023, an estimated $32.9K.
  • TransUnion made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #469 holding.
  • WealthSource Partners first reported a position in TransUnion in Q4 2022 and has held it in 5 quarters since.
  • WealthSource Partners's TransUnion position peaked at $308K in Q1 2023.
  • 417 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.