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Cary Street Partners Investment Advisory’s Western Union WU Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-2,233
Closed -$29.4K – 1793
2023
Q3 		$29.4K Buy
+2,233
New +$27.4K ﹤0.01% 1003

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's WU Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Western Union (WU) in Q4 2023, closing a stake of 2,233 shares — an estimated $29.4K sold.

Cary Street Partners Investment Advisory first reported a position in WU in Q3 2023 and held it in 1 quarter. The position peaked at $29.4K in Q3 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,233 Western Union shares in Q4 2023, an estimated $29.4K.
  • Cary Street Partners Investment Advisory first reported a position in Western Union in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Western Union position peaked at $29.4K in Q3 2023.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.