Camarda Financial Advisors’s Western Union WU Stock Holding History

Camarda Financial Advisors’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 Q3	–	Sell	-103,505	Closed	-$1.21M	–	82
2023 Q2	$1.21M	Buy	103,505 +7,033	+7%	+$81K	0.61%	53
2023 Q1	$1.08M	Buy	+96,472	New	+$1.26M	0.81%	43
2017 Q4	–	Sell	-1,119	Closed	-$21K	–	224
2017 Q3	$21K	Hold	1,119	–	–	0.02%	151
2017 Q2	$21K	Buy	+1,119	New	+$21.7K	0.02%	149
2015 Q3	–	Sell	-87,493	Closed	-$1.78M	–	216
2015 Q2	$1.78M	Sell	87,493 -22,658	-21%	-$482K	0.99%	26
2015 Q1	$2.29M	Buy	110,151 +4,938	+5%	+$91.9K	1.27%	22
2014 Q4	$1.88M	Sell	105,213 -12,754	-11%	-$221K	1.2%	31
2014 Q3	$1.89M	Buy	117,967 +12,756	+12%	+$220K	1.31%	33
2014 Q2	$1.82M	Sell	105,211 -440	-0.4%	-$7.11K	1.25%	34
2014 Q1	$1.73M	Sell	105,651 -13,271	-11%	-$216K	1.33%	33
2013 Q4	$2.05M	Buy	+118,922	New	+$2.08M	1.67%	29
2013 Q3	–	Sell	-110,479	Closed	-$1.89M	–	253
2013 Q2	$1.89M	Buy	+110,479	New	+$1.75M	1.73%	16

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Camarda Financial Advisors's WU Position: Q3 2023 in Review

Camarda Financial Advisors sold out of Western Union (WU) in Q3 2023, closing a stake of 103,505 shares — an estimated $1.21M sold.

Camarda Financial Advisors first reported a position in WU in Q2 2013 and held it in 12 quarters. The position peaked at $2.29M in Q1 2015. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

Camarda Financial Advisors reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
Camarda Financial Advisors sold 103,505 Western Union shares in Q3 2023, an estimated $1.21M.
Camarda Financial Advisors first reported a position in Western Union in Q2 2013 and held it in 12 quarters.
Camarda Financial Advisors's Western Union position peaked at $2.29M in Q1 2015.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Camarda Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.