180 Wealth Advisors’s Western Union WU Stock Holding History

180 Wealth Advisors’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-50,891	Closed	-$1.14M	–	368
2020 Q4	$1.14M	Buy	50,891 +5,604	+12%	+$122K	0.33%	85
2020 Q3	$981K	Buy	45,287 +3,719	+9%	+$84.4K	0.37%	80
2020 Q2	$914K	Buy	41,568 +6,318	+18%	+$128K	0.36%	74
2020 Q1	$629K	Buy	+35,250	New	+$864K	0.33%	82

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

180 Wealth Advisors's WU Position: Q1 2021 in Review

180 Wealth Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 50,891 shares — an estimated $1.14M sold.

180 Wealth Advisors first reported a position in WU in Q1 2020 and held it in 4 quarters. The position peaked at $1.14M in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

180 Wealth Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
180 Wealth Advisors sold 50,891 Western Union shares in Q1 2021, an estimated $1.14M.
180 Wealth Advisors first reported a position in Western Union in Q1 2020 and held it in 4 quarters.
180 Wealth Advisors's Western Union position peaked at $1.14M in Q4 2020.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on 180 Wealth Advisors's 13F filing for Q1 2021, filed 25 May 2021.