Cascadia Advisory Services’s Western Union WU Stock Holding History

Cascadia 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 Q2	–	Sell	-21,560	Closed	-$532K	–	258
2021 Q1	$532K	Buy	+21,560	New	+$508K	0.12%	157
2020 Q3	$681K	Sell	31,800 -66,706	-68%	-$1.51M	0.19%	142
2020 Q2	$2.13M	Buy	+98,506	New	+$2M	0.65%	44
2019 Q4	$283K	Buy	+10,556	New	+$274K	0.08%	186

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cascadia Advisory Services's WU Position: Q2 2021 in Review

Cascadia Advisory Services sold out of Western Union (WU) in Q2 2021, closing a stake of 21,560 shares — an estimated $532K sold.

Cascadia Advisory Services first reported a position in WU in Q4 2019 and held it in 4 quarters. The position peaked at $2.13M in Q2 2020. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Cascadia Advisory Services reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Cascadia Advisory Services sold 21,560 Western Union shares in Q2 2021, an estimated $532K.
Cascadia Advisory Services first reported a position in Western Union in Q4 2019 and held it in 4 quarters.
Cascadia Advisory Services's Western Union position peaked at $2.13M in Q2 2020.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.