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Bullock Wealth Management’s Western Union WU Stock Holding History

Bullock 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
2024
Q2 		– Sell
-350
Closed -$4.81K – 600
2024
Q1 		$4.81K Buy
+350
New +$4.51K ﹤0.01% 423

Other funds holding WU

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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 $3.38T AUM 44.17% 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 $123B AUM 45.23% 1-Year Est. Return

Bullock Wealth Management's WU Position: Q2 2024 in Review

Bullock Wealth Management sold out of Western Union (WU) in Q2 2024, closing a stake of 350 shares — an estimated $4.81K sold.

Bullock Wealth Management first reported a position in WU in Q1 2024 and held it in 1 quarter. The position peaked at $4.81K in Q1 2024. 443 funds tracked by Wall St. Rank hold WU as of Q2 2024.

  • Bullock Wealth Management reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 350 Western Union shares in Q2 2024, an estimated $4.81K.
  • Bullock Wealth Management first reported a position in Western Union in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Western Union position peaked at $4.81K in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.