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Benjamin F. Edwards & Company’s Western Union WU Stock Holding History

Benjamin F. Edwards & Company’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 		$7K Sell
600
-102
-15% -$1.32K ﹤0.01% 1813
2024
Q1 		$10K Buy
702
+102
+17% +$1.31K ﹤0.01% 1715
2023
Q4 		$7K Hold
600
– – ﹤0.01% 1786
2023
Q3 		$8K Hold
600
– – ﹤0.01% 1460
2023
Q2 		$7K Buy
+600
New +$6.91K ﹤0.01% 1485
2021
Q4 		– Sell
-11,626
Closed -$235K – 1777
2021
Q3 		$235K Sell
11,626
-107
-0.9% -$2.36K 0.01% 618
2021
Q2 		$270K Buy
+11,733
New +$292K 0.01% 583
2019
Q3 		– Sell
-250
Closed -$5K – 1986
2019
Q2 		$5K Hold
250
– – ﹤0.01% 1636
2019
Q1 		$5K Hold
250
– – ﹤0.01% 1506
2018
Q4 		$4K Hold
250
– – ﹤0.01% 1524
2018
Q3 		$5K Hold
250
– – ﹤0.01% 1415
2018
Q2 		$5K Hold
250
– – ﹤0.01% 1423
2018
Q1 		$5K Hold
250
– – ﹤0.01% 1417
2017
Q4 		$5K Hold
250
– – ﹤0.01% 1374
2017
Q3 		$5K Hold
250
– – ﹤0.01% 1326
2017
Q2 		$5K Hold
250
– – ﹤0.01% 1252
2017
Q1 		$5K Hold
250
– – ﹤0.01% 1170
2016
Q4 		$5K Hold
250
– – ﹤0.01% 1074
2016
Q3 		$5K Hold
250
– – ﹤0.01% 965
2016
Q2 		$5K Hold
250
– – ﹤0.01% 912
2016
Q1 		$5K Hold
250
– – ﹤0.01% 927
2015
Q4 		$4K Hold
250
– – ﹤0.01% 1009
2015
Q3 		$5K Sell
250
-100
-29% -$1.9K ﹤0.01% 1003
2015
Q2 		$7K Sell
350
-100
-22% -$2.13K ﹤0.01% 996
2015
Q1 		$9K Sell
450
-8,890
-95% -$166K ﹤0.01% 927
2014
Q4 		$167K Buy
9,340
+3,040
+48% +$52.7K 0.04% 324
2014
Q3 		$101K Buy
6,300
+500
+9% +$8.61K 0.03% 397
2014
Q2 		$101K Buy
5,800
+1,545
+36% +$25K 0.03% 383
2014
Q1 		$70K Sell
4,255
-850
-17% -$13.8K 0.02% 416
2013
Q4 		$88K Hold
5,105
– – 0.03% 351
2013
Q3 		$95K Buy
5,105
+250
+5% +$4.49K 0.04% 315
2013
Q2 		$83K Buy
+4,855
New +$76.9K 0.03% 306

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Benjamin F. Edwards & Company's WU Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Western Union (WU) stake by 15% in Q2 2024, selling an estimated $1.32K and leaving 600 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Benjamin F. Edwards & Company first reported a position in WU in Q2 2013 and has held it in 32 quarters since. The position peaked at $270K in Q2 2021. 443 funds tracked by Wall St. Rank hold WU as of Q2 2024.

  • Benjamin F. Edwards & Company held 600 shares of Western Union worth $7K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 102 Western Union shares in Q2 2024, an estimated $1.32K.
  • Western Union made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1813 holding.
  • Benjamin F. Edwards & Company first reported a position in Western Union in Q2 2013 and has held it in 32 quarters since.
  • Benjamin F. Edwards & Company's Western Union position peaked at $270K in Q2 2021.
  • 443 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.