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BerganKDV Wealth Management’s Western Union WU Stock Holding History

BerganKDV Wealth 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
2023
Q2 		– Sell
-31
Closed -$351 – 1086
2023
Q1 		$351 Sell
31
-16
-34% -$208 ﹤0.01% 1002
2022
Q4 		$654 Sell
47
-158
-77% -$2.18K ﹤0.01% 926
2022
Q3 		$3K Buy
205
+49
+31% +$768 ﹤0.01% 779
2022
Q2 		$3K Buy
156
+2
+1% +$35 ﹤0.01% 793
2022
Q1 		$3K Buy
154
+2
+1% +$37 ﹤0.01% 825
2021
Q4 		$3K Sell
152
-18
-11% -$332 ﹤0.01% 885
2021
Q3 		$3K Buy
170
+2
+1% +$44 ﹤0.01% 848
2021
Q2 		$4K Buy
168
+1
+0.6% +$25 ﹤0.01% 745
2021
Q1 		$4K Sell
167
-28
-14% -$659 ﹤0.01% 711
2020
Q4 		$4K Sell
195
-14
-7% -$304 ﹤0.01% 709
2020
Q3 		$4K Hold
209
– – ﹤0.01% 619
2020
Q2 		$5K Sell
209
-10
-5% -$203 ﹤0.01% 639
2020
Q1 		$4K Hold
219
– – ﹤0.01% 640
2019
Q4 		$6K Buy
+219
New +$5.68K ﹤0.01% 602

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's WU Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Western Union (WU) in Q2 2023, closing a stake of 31 shares — an estimated $351 sold.

BerganKDV Wealth Management first reported a position in WU in Q4 2019 and held it in 14 quarters. The position peaked at $6K in Q4 2019. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 31 Western Union shares in Q2 2023, an estimated $351.
  • BerganKDV Wealth Management first reported a position in Western Union in Q4 2019 and held it in 14 quarters.
  • BerganKDV Wealth Management's Western Union position peaked at $6K in Q4 2019.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.