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Belpointe Asset Management’s Western Union WU Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-19,237
Closed -$269K – 948
2024
Q1 		$269K Buy
19,237
+48
+0.3% +$618 0.02% 637
2023
Q4 		$229K Buy
19,189
+3,902
+26% +$47.6K 0.02% 622
2023
Q3 		$201K Buy
+15,287
New +$187K 0.02% 603
2023
Q2 		– Sell
-10,204
Closed -$114K – 3398
2023
Q1 		$114K Buy
10,204
+2,944
+41% +$38.3K 0.01% 1235
2022
Q4 		$100K Buy
+7,260
New +$100K 0.01% 1237
2021
Q3 		– Sell
-5,261
Closed -$121K – 1247
2021
Q2 		$121K Buy
5,261
+1
+0% +$25 0.01% 1050
2021
Q1 		$129K Sell
5,260
-253
-5% -$5.96K 0.01% 908
2020
Q4 		$121K Sell
5,513
-29
-0.5% -$629 0.01% 882
2020
Q3 		$119K Buy
5,542
+1
+0% +$23 0.01% 712
2020
Q2 		$119K Buy
+5,541
New +$112K 0.02% 665
2020
Q1 		– Sell
-10,246
Closed -$274K – 806
2019
Q4 		$274K Buy
10,246
+4,996
+95% +$130K 0.03% 459
2019
Q3 		$122K Sell
5,250
-100
-2% -$2.16K 0.02% 612
2019
Q2 		$106K Buy
+5,350
New +$104K 0.02% 588
2018
Q1 		– Sell
-23,695
Closed -$450K – 493
2017
Q4 		$450K Buy
+23,695
New +$465K 0.1% 250

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Belpointe Asset Management's WU Position: Q2 2024 in Review

Belpointe Asset Management sold out of Western Union (WU) in Q2 2024, closing a stake of 19,237 shares — an estimated $269K sold.

Belpointe Asset Management first reported a position in WU in Q4 2017 and held it in 14 quarters. The position peaked at $450K in Q4 2017. 442 funds tracked by Wall St. Rank hold WU as of Q2 2024.

  • Belpointe Asset Management reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 19,237 Western Union shares in Q2 2024, an estimated $269K.
  • Belpointe Asset Management first reported a position in Western Union in Q4 2017 and held it in 14 quarters.
  • Belpointe Asset Management's Western Union position peaked at $450K in Q4 2017.
  • 442 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.