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Capital A Wealth Management’s Western Union WU Stock Holding History

Capital A 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
2025
Q1 		– Sell
-6
Closed -$64 – 913
2024
Q4 		$64 Buy
+6
New +$66 ﹤0.01% 806

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T. Rowe Price Associates
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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital A Wealth Management's WU Position: Q1 2025 in Review

Capital A Wealth Management sold out of Western Union (WU) in Q1 2025, closing a stake of 6 shares — an estimated $64 sold.

Capital A Wealth Management first reported a position in WU in Q4 2024 and held it in 1 quarter. The position peaked at $64 in Q4 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Capital A Wealth Management reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Western Union shares in Q1 2025, an estimated $64.
  • Capital A Wealth Management first reported a position in Western Union in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Western Union position peaked at $64 in Q4 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.