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B. Riley Wealth Advisors’s Western Union WU Stock Holding History

B. Riley 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
2024
Q4 		$169K Sell
15,977
-1,013
-6% -$11.2K 0.01% 1053
2024
Q3 		$199K Sell
16,990
-3,665
-18% -$44.2K 0.01% 1146
2024
Q2 		$252K Buy
20,655
+2,280
+12% +$29.6K 0.01% 1107
2024
Q1 		$242K Hold
18,375
– – 0.01% 1158
2023
Q4 		$219K Hold
18,375
– – 0.01% 1213
2023
Q3 		$242K Hold
18,375
– – 0.01% 1158
2023
Q2 		$216K Sell
18,375
-124
-0.7% -$1.43K ﹤0.01% 1314
2023
Q1 		$206K Buy
18,499
+124
+0.7% +$1.61K 0.01% 1282
2022
Q4 		$253K Sell
18,375
-24,122
-57% -$333K 0.01% 1128
2022
Q3 		$574K Sell
42,497
-1,118
-3% -$17.5K 0.02% 692
2022
Q2 		$719K Buy
43,615
+19,722
+83% +$348K 0.03% 515
2022
Q1 		$448K Buy
23,893
+1,158
+5% +$21.4K 0.01% 809
2021
Q4 		$406K Buy
+22,735
New +$419K 0.01% 927
2015
Q1 		– Sell
-3,844
Closed -$69 – 2000
2014
Q4 		$69 Buy
+3,844
New +$66.7K ﹤0.01% 1931
2014
Q3 		– Sell
-3,749
Closed -$65K – 1907
2014
Q2 		$65K Hold
3,749
– – 0.02% 909
2014
Q1 		$61K Hold
3,749
– – 0.02% 714
2013
Q4 		$65K Buy
3,749
+1
+0% +$18 0.02% 634
2013
Q3 		$70K Buy
+3,748
New +$67.3K 0.02% 607

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's WU Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Western Union (WU) stake by 6% in Q4 2024, selling an estimated $11.2K and leaving 15,977 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #1053.

B. Riley Wealth Advisors first reported a position in WU in Q3 2013 and has held it in 18 quarters since. The position peaked at $719K in Q2 2022. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

  • B. Riley Wealth Advisors held 15,977 shares of Western Union worth $169K as of Q4 2024.
  • B. Riley Wealth Advisors sold 1,013 Western Union shares in Q4 2024, an estimated $11.2K.
  • Western Union made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1053 holding.
  • B. Riley Wealth Advisors first reported a position in Western Union in Q3 2013 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Western Union position peaked at $719K in Q2 2022.
  • 468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.