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Baron Silver Stevens Financial Advisors’s Western Union WU Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-217
Closed -$4K – 489
2020
Q4 		$4K Buy
+217
New +$4.71K ﹤0.01% 346

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's WU Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 217 shares — an estimated $4K sold.

Baron Silver Stevens Financial Advisors first reported a position in WU in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 217 Western Union shares in Q1 2021, an estimated $4K.
  • Baron Silver Stevens Financial Advisors first reported a position in Western Union in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Western Union position peaked at $4K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.