Consolidated Planning Corp’s Western Union WU Stock Holding History

Consolidated Planning Corp’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	-11	Closed	–	–	466
2021 Q3	$0	Buy	+11	New	+$243	﹤0.01%	502

Other funds holding WU

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Consolidated Planning Corp's WU Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Western Union (WU) in Q4 2021, closing a stake of 11 shares.

Consolidated Planning Corp first reported a position in WU in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

Consolidated Planning Corp reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 11 Western Union shares in Q4 2021.
Consolidated Planning Corp first reported a position in Western Union in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Western Union position peaked at $0 in Q3 2021.
543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.