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Capital Performance Advisors’s Western Union WU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,523
Closed -$18.2K – 2724
2024
Q3 		$18.2K Buy
+1,523
New +$18.4K 0.01% 632

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's WU Position: Q4 2024 in Review

Capital Performance Advisors sold out of Western Union (WU) in Q4 2024, closing a stake of 1,523 shares — an estimated $18.2K sold.

Capital Performance Advisors first reported a position in WU in Q3 2024 and held it in 1 quarter. The position peaked at $18.2K in Q3 2024. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,523 Western Union shares in Q4 2024, an estimated $18.2K.
  • Capital Performance Advisors first reported a position in Western Union in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Western Union position peaked at $18.2K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.