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B.O.S.S. Retirement Advisors’s Western Union WU Stock Holding History

B.O.S.S. Retirement 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
2023
Q1 		– Sell
-119,710
Closed -$1.65M – 237
2022
Q4 		$1.65M Buy
+119,710
New +$1.65M 0.42% 98

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B.O.S.S. Retirement Advisors's WU Position: Q1 2023 in Review

B.O.S.S. Retirement Advisors sold out of Western Union (WU) in Q1 2023, closing a stake of 119,710 shares — an estimated $1.65M sold.

B.O.S.S. Retirement Advisors first reported a position in WU in Q4 2022 and held it in 1 quarter. The position peaked at $1.65M in Q4 2022. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 119,710 Western Union shares in Q1 2023, an estimated $1.65M.
  • B.O.S.S. Retirement Advisors first reported a position in Western Union in Q4 2022 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Western Union position peaked at $1.65M in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.