American Portfolios Advisors’s Western Union WU Stock Holding History

American Portfolios 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
2022 Q3	$17.3K	Buy	1,285 +71	+6%	+$1.11K	﹤0.01%	2260
2022 Q2	$20K	Hold	1,214	–	–	﹤0.01%	2230
2022 Q1	$22.8K	Buy	1,214 +89	+8%	+$1.65K	﹤0.01%	2300
2021 Q4	$20.1K	Hold	1,125	–	–	﹤0.01%	2329
2021 Q3	$22.7K	Buy	1,125 +200	+22%	+$4.42K	﹤0.01%	2226
2021 Q2	$21.2K	Hold	925	–	–	﹤0.01%	2195
2021 Q1	$22.8K	Hold	925	–	–	﹤0.01%	1997
2020 Q4	$20.3K	Sell	925 -728	-44%	-$15.8K	﹤0.01%	1814
2020 Q3	$35.4K	Buy	1,653 +749	+83%	+$17K	﹤0.01%	1457
2020 Q2	$19.5K	Sell	904 -2,386	-73%	-$48.4K	﹤0.01%	1649
2020 Q1	$59.6K	Sell	3,290 -782	-19%	-$19.2K	0.01%	1096
2019 Q4	$109K	Buy	4,072 +2,993	+277%	+$77.6K	0.01%	1001
2019 Q3	$25K	Buy	1,079 +75	+7%	+$1.62K	﹤0.01%	1575
2019 Q2	$20K	Buy	1,004 +151	+18%	+$2.94K	﹤0.01%	1660
2019 Q1	$15.8K	Buy	853 +294	+53%	+$5.29K	﹤0.01%	1662
2018 Q4	$9.54K	Sell	559 -9,243	-94%	-$168K	﹤0.01%	1652
2018 Q3	$187K	Sell	9,802 -1,998	-17%	-$38.8K	0.02%	608
2018 Q2	$240K	Sell	11,800 -1,400	-11%	-$27.9K	0.03%	472
2018 Q1	$254K	Sell	13,200 -33	-0.2%	-$662	0.04%	426
2017 Q4	$252K	Buy	+13,233	New	+$260K	0.04%	422

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's WU Position: Q3 2022 in Review

American Portfolios Advisors increased its Western Union (WU) stake by 5.8% in Q3 2022, buying an estimated $1.11K and bringing the position to 1,285 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

American Portfolios Advisors first reported a position in WU in Q4 2017 and has held it in 20 quarters since. The position peaked at $254K in Q1 2018. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

American Portfolios Advisors held 1,285 shares of Western Union worth $17.3K as of Q3 2022.
American Portfolios Advisors bought 71 Western Union shares in Q3 2022, an estimated $1.11K.
Western Union made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2260 holding.
American Portfolios Advisors first reported a position in Western Union in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Western Union position peaked at $254K in Q1 2018.
515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.