Capital Asset Advisory Services’s Western Union WU Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-829	Closed	-$18K	–	1519
2020 Q4	$18K	Buy	+829	New	+$18K	﹤0.01%	911

Other funds holding WU

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Capital Asset Advisory Services's WU Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Western Union (WU) in Q1 2021, closing a stake of 829 shares — an estimated $18K sold.

Capital Asset Advisory Services first reported a position in WU in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

Capital Asset Advisory Services reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 829 Western Union shares in Q1 2021, an estimated $18K.
Capital Asset Advisory Services first reported a position in Western Union in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Western Union position peaked at $18K in Q4 2020.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.