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Continuum Advisory’s Western Union WU Stock Holding History

Continuum 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
2024
Q4 		– Sell
-744
Closed -$7.86K – 1968
2024
Q3 		$7.86K Buy
744
+77
+12% +$929 ﹤0.01% 1059
2024
Q2 		$8.15K Buy
667
+29
+5% +$377 ﹤0.01% 994
2024
Q1 		$8.48K Buy
+638
New +$8.22K ﹤0.01% 983

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Continuum Advisory's WU Position: Q4 2024 in Review

Continuum Advisory sold out of Western Union (WU) in Q4 2024, closing a stake of 744 shares — an estimated $7.86K sold.

Continuum Advisory first reported a position in WU in Q1 2024 and held it in 3 quarters. The position peaked at $8.48K in Q1 2024. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

  • Continuum Advisory reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 744 Western Union shares in Q4 2024, an estimated $7.86K.
  • Continuum Advisory first reported a position in Western Union in Q1 2024 and held it in 3 quarters.
  • Continuum Advisory's Western Union position peaked at $8.48K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.