Advisors Asset Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,199
| Closed | -$458K | – | 1549 |
|
|
2024
Q4 | $458K | Sell |
43,199
-17,084
| -28% | -$189K | 0.01% | 946 |
|
|
2024
Q3 | $719K | Sell |
60,283
-13,743
| -19% | -$166K | 0.01% | 819 |
|
|
2024
Q2 | $905K | Sell |
74,026
-202,118
| -73% | -$2.63M | 0.02% | 756 |
|
|
2024
Q1 | $3.86M | Sell |
276,144
-197,229
| -42% | -$2.54M | 0.07% | 337 |
|
|
2023
Q4 | $5.64M | Sell |
473,373
-178,913
| -27% | -$2.18M | 0.12% | 215 |
|
|
2023
Q3 | $8.6M | Sell |
652,286
-177,498
| -21% | -$2.18M | 0.19% | 117 |
|
|
2023
Q2 | $9.73M | Sell |
829,784
-95,026
| -10% | -$1.09M | 0.2% | 104 |
|
|
2023
Q1 | $10.3M | Buy |
924,810
+97,051
| +12% | +$1.26M | 0.21% | 99 |
|
|
2022
Q4 | $11.4M | Buy |
827,759
+80,208
| +11% | +$1.11M | 0.23% | 90 |
|
|
2022
Q3 | $10.1M | Buy |
747,551
+83,133
| +13% | +$1.3M | 0.21% | 92 |
|
|
2022
Q2 | $10.9M | Buy |
664,418
+67,646
| +11% | +$1.19M | 0.21% | 97 |
|
|
2022
Q1 | $11.2M | Buy |
596,772
+42,397
| +8% | +$784K | 0.17% | 124 |
|
|
2021
Q4 | $9.89M | Buy |
554,375
+32,143
| +6% | +$593K | 0.14% | 144 |
|
|
2021
Q3 | $10.6M | Buy |
522,232
+78,703
| +18% | +$1.74M | 0.16% | 127 |
|
|
2021
Q2 | $10.2M | Buy |
443,529
+91,112
| +26% | +$2.27M | 0.15% | 136 |
|
|
2021
Q1 | $8.69M | Buy |
352,417
+76,764
| +28% | +$1.81M | 0.14% | 146 |
|
|
2020
Q4 | $6.05M | Sell |
275,653
-48,006
| -15% | -$1.04M | 0.1% | 195 |
|
|
2020
Q3 | $6.94M | Sell |
323,659
-119,144
| -27% | -$2.71M | 0.13% | 147 |
|
|
2020
Q2 | $9.57M | Sell |
442,803
-183,671
| -29% | -$3.73M | 0.19% | 108 |
|
|
2020
Q1 | $11.4M | Sell |
626,474
-201,990
| -24% | -$4.95M | 0.27% | 76 |
|
|
2019
Q4 | $22.2M | Sell |
828,464
-172,619
| -17% | -$4.48M | 0.39% | 43 |
|
|
2019
Q3 | $23.2M | Sell |
1,001,083
-104,235
| -9% | -$2.25M | 0.43% | 37 |
|
|
2019
Q2 | $22M | Sell |
1,105,318
-18,153
| -2% | -$354K | 0.4% | 48 |
|
|
2019
Q1 | $20.8M | Sell |
1,123,471
-7,689
| -0.7% | -$138K | 0.37% | 54 |
|
|
2018
Q4 | $19.3M | Sell |
1,131,160
-15,641
| -1% | -$284K | 0.39% | 52 |
|
|
2018
Q3 | $21.9M | Buy |
1,146,801
+41,573
| +4% | +$807K | 0.36% | 58 |
|
|
2018
Q2 | $22.5M | Buy |
1,105,228
+121,970
| +12% | +$2.43M | 0.38% | 49 |
|
|
2018
Q1 | $19.5M | Buy |
983,258
+58,617
| +6% | +$1.18M | 0.33% | 62 |
|
|
2017
Q4 | $17.6M | Buy |
924,641
+249,897
| +37% | +$4.9M | 0.29% | 78 |
|
|
2017
Q3 | $13M | Buy |
674,744
+232,201
| +52% | +$4.43M | 0.22% | 113 |
|
|
2017
Q2 | $8.43M | Buy |
442,543
+248,793
| +128% | +$4.82M | 0.14% | 196 |
|
|
2017
Q1 | $3.94M | Buy |
193,750
+191,750
| +9,588% | +$3.91M | 0.07% | 407 |
|
|
2016
Q4 | $43K | Sell |
2,000
-100
| -5% | -$2.08K | ﹤0.01% | 1731 |
|
|
2016
Q3 | $44K | Sell |
2,100
-200
| -9% | -$4.11K | ﹤0.01% | 1710 |
|
|
2016
Q2 | $44K | Sell |
2,300
-100
| -4% | -$1.94K | ﹤0.01% | 1706 |
|
|
2016
Q1 | $46K | Hold |
2,400
| – | – | ﹤0.01% | 1641 |
|
|
2015
Q4 | $43K | Sell |
2,400
-200
| -8% | -$3.78K | ﹤0.01% | 1753 |
|
|
2015
Q3 | $48K | Sell |
2,600
-100
| -4% | -$1.9K | ﹤0.01% | 1718 |
|
|
2015
Q2 | $55K | Buy |
2,700
+100
| +4% | +$2.13K | ﹤0.01% | 1692 |
|
|
2015
Q1 | $54K | Sell |
2,600
-100
| -4% | -$1.86K | ﹤0.01% | 1686 |
|
|
2014
Q4 | $48K | Sell |
2,700
-200
| -7% | -$3.47K | ﹤0.01% | 1694 |
|
|
2014
Q3 | $47K | Sell |
2,900
-100
| -3% | -$1.72K | ﹤0.01% | 1657 |
|
|
2014
Q2 | $52K | Sell |
3,000
-100
| -3% | -$1.61K | ﹤0.01% | 1657 |
|
|
2014
Q1 | $51K | Hold |
3,100
| – | – | ﹤0.01% | 1627 |
|
|
2013
Q4 | $53K | Sell |
3,100
-100
| -3% | -$1.75K | ﹤0.01% | 1602 |
|
|
2013
Q3 | $60K | Sell |
3,200
-200
| -6% | -$3.59K | ﹤0.01% | 1547 |
|
|
2013
Q2 | $58K | Buy |
+3,400
| New | +$53.9K | ﹤0.01% | 1486 |
|
Other funds holding WU
Advisors Asset Management's WU Position: Q1 2025 in Review
Advisors Asset Management sold out of Western Union (WU) in Q1 2025, closing a stake of 43,199 shares — an estimated $458K sold.
Advisors Asset Management first reported a position in WU in Q2 2013 and held it in 47 quarters. The position peaked at $23.2M in Q3 2019. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.
- Advisors Asset Management reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
- Advisors Asset Management sold 43,199 Western Union shares in Q1 2025, an estimated $458K.
- Advisors Asset Management first reported a position in Western Union in Q2 2013 and held it in 47 quarters.
- Advisors Asset Management's Western Union position peaked at $23.2M in Q3 2019.
- 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.
Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.