Centennial Wealth Advisory’s Western Union WU Stock Holding History

Centennial Wealth 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 Q1	–	Sell	-22,693	Closed	-$312K	–	137
2022 Q4	$312K	Buy	22,693 +3,070	+16%	+$42.4K	0.17%	87
2022 Q3	$265K	Buy	19,623 +1,310	+7%	+$20.5K	0.16%	77
2022 Q2	$302K	Buy	18,313 +5,848	+47%	+$103K	0.17%	85
2022 Q1	$234K	Buy	+12,465	New	+$231K	0.13%	86

Other funds holding WU

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

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centennial Wealth Advisory's WU Position: Q1 2023 in Review

Centennial Wealth Advisory sold out of Western Union (WU) in Q1 2023, closing a stake of 22,693 shares — an estimated $312K sold.

Centennial Wealth Advisory first reported a position in WU in Q1 2022 and held it in 4 quarters. The position peaked at $312K in Q4 2022. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

Centennial Wealth Advisory reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
Centennial Wealth Advisory sold 22,693 Western Union shares in Q1 2023, an estimated $312K.
Centennial Wealth Advisory first reported a position in Western Union in Q1 2022 and held it in 4 quarters.
Centennial Wealth Advisory's Western Union position peaked at $312K in Q4 2022.
475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Centennial Wealth Advisory's 13F filing for Q1 2023, filed 13 Apr 2023.