CWM
WU icon

C2C Wealth Management’s Western Union WU Stock Holding History

C2C 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
Q4 		– Sell
-33,797
Closed -$444K – 230
2023
Q3 		$444K Buy
33,797
+3,785
+13% +$46.4K 0.06% 161
2023
Q2 		$361K Sell
30,012
-1,020
-3% -$11.8K 0.05% 187
2023
Q1 		$345K Buy
+31,032
New +$404K 0.06% 184

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C2C Wealth Management's WU Position: Q4 2023 in Review

C2C Wealth Management sold out of Western Union (WU) in Q4 2023, closing a stake of 33,797 shares — an estimated $444K sold.

C2C Wealth Management first reported a position in WU in Q1 2023 and held it in 3 quarters. The position peaked at $444K in Q3 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • C2C Wealth Management reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 33,797 Western Union shares in Q4 2023, an estimated $444K.
  • C2C Wealth Management first reported a position in Western Union in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Western Union position peaked at $444K in Q3 2023.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.