Altus Wealth Group’s Western Union WU Stock Holding History

Altus Wealth Group’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	-123	Closed	-$3K	–	777
2020 Q4	$3K	Buy	+123	New	+$2.67K	﹤0.01%	726

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Altus Wealth Group's WU Position: Q1 2021 in Review

Altus Wealth Group sold out of Western Union (WU) in Q1 2021, closing a stake of 123 shares — an estimated $3K sold.

Altus Wealth Group first reported a position in WU in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

Altus Wealth Group reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 123 Western Union shares in Q1 2021, an estimated $3K.
Altus Wealth Group first reported a position in Western Union in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Western Union position peaked at $3K in Q4 2020.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.