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CoreCap Advisors’s Western Union WU Stock Holding History

CoreCap Advisors’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
2026
Q2 		$146 Hold
19
– – ﹤0.01% 3046
2026
Q1 		$166 Hold
19
– – ﹤0.01% 2784
2025
Q4 		$177 Hold
19
– – ﹤0.01% 2828
2025
Q3 		$152 Hold
19
– – ﹤0.01% 2697
2025
Q2 		$160 Hold
19
– – ﹤0.01% 2642
2025
Q1 		$201 Hold
19
– – ﹤0.01% 2977
2024
Q4 		$201 Hold
19
– – ﹤0.01% 2723
2024
Q3 		$227 Buy
+19
New +$229 ﹤0.01% 2488
2024
Q2 		– Sell
-19
Closed -$266 – 2629
2024
Q1 		$266 Buy
+19
New +$245 ﹤0.01% 2388
2022
Q4 		$262 Buy
+19
New +$262 ﹤0.01% 2247
2022
Q3 		– Sell
-19
Closed – – 2128
2022
Q2 		$0 Buy
+19
New +$335 ﹤0.01% 2297
2022
Q1 		– Sell
-19
Closed -$1K – 2121
2021
Q4 		$1K Buy
+19
New +$350 ﹤0.01% 2287

Other funds holding WU

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return