WAM
TRU icon

Wealthspire Advisors (Maryland)’s TransUnion TRU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-303
Closed -$20K – 1945
2019
Q1 		$20K Buy
303
+220
+265% +$13.6K ﹤0.01% 1284
2018
Q4 		$5K Sell
83
-21
-20% -$1.34K ﹤0.01% 1758
2018
Q3 		$8K Hold
104
– – ﹤0.01% 1626
2018
Q2 		$7K Buy
104
+21
+25% +$1.4K ﹤0.01% 1680
2018
Q1 		$5K Buy
83
+12
+17% +$692 ﹤0.01% 1837
2017
Q4 		$4K Buy
71
+19
+37% +$1.01K ﹤0.01% 1925
2017
Q3 		$2K Hold
52
– – ﹤0.01% 2017
2017
Q2 		$2K Buy
52
+4
+8% +$166 ﹤0.01% 2014
2017
Q1 		$2K Hold
48
– – ﹤0.01% 1718
2016
Q4 		$1K Sell
48
-1,123
-96% -$35.3K ﹤0.01% 1681
2016
Q3 		$40K Sell
1,171
-639
-35% -$21.4K 0.01% 840
2016
Q2 		$61K Buy
1,810
+356
+24% +$10.9K 0.01% 684
2016
Q1 		$40K Sell
1,454
-451
-24% -$11.4K 0.01% 758
2015
Q4 		$53K Buy
+1,905
New +$49K 0.01% 699

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return