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Wetzel Investment Advisors’s TransUnion TRU Stock Holding History

Wetzel Investment 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
2024
Q2 		– Sell
-50
Closed -$3.35K – 999
2024
Q1 		$3.35K Sell
50
-43
-46% -$3.15K ﹤0.01% 751
2023
Q4 		$6K Buy
+93
New +$5.66K ﹤0.01% 658

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wetzel Investment Advisors's TRU Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of TransUnion (TRU) in Q2 2024, closing a stake of 50 shares — an estimated $3.35K sold.

Wetzel Investment Advisors first reported a position in TRU in Q4 2023 and held it in 2 quarters. The position peaked at $6K in Q4 2023. 468 funds tracked by Wall St. Rank hold TRU as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining TransUnion position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 50 TransUnion shares in Q2 2024, an estimated $3.35K.
  • Wetzel Investment Advisors first reported a position in TransUnion in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's TransUnion position peaked at $6K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held TransUnion as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.