Amplius Wealth Advisors’s Western Union WU Stock Holding History

Amplius 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
2022 Q1	–	Sell	-196	Closed	-$3K	–	925
2021 Q4	$3K	Buy	+196	New	+$3.62K	﹤0.01%	818

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Amplius Wealth Advisors's WU Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Western Union (WU) in Q1 2022, closing a stake of 196 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in WU in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 514 funds tracked by Wall St. Rank hold WU as of Q1 2022.

Amplius Wealth Advisors reported no remaining Western Union position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 196 Western Union shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in Western Union in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Western Union position peaked at $3K in Q4 2021.
514 funds tracked by Wall St. Rank held Western Union as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.