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Carolinas Wealth Consulting’s Western Union WU Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-30
Closed -$1K – 1017
2021
Q3 		$1K Hold
30
– – ﹤0.01% 921
2021
Q2 		$1K Hold
30
– – ﹤0.01% 929
2021
Q1 		$1K Hold
30
– – ﹤0.01% 924
2020
Q4 		$1K Hold
30
– – ﹤0.01% 845
2020
Q3 		$1K Hold
30
– – ﹤0.01% 898
2020
Q2 		$1K Buy
+30
New +$609 ﹤0.01% 627

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Carolinas Wealth Consulting's WU Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Western Union (WU) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in WU in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 30 Western Union shares in Q4 2021, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Western Union in Q2 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Western Union position peaked at $1K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.