Creative Financial Designs’s Western Union WU Stock Holding History

Creative Financial Designs’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
2022 Q1	–	Sell	-117	Closed	-$2K	–	1338
2021 Q4	$2K	Buy	117 +1	+0.9%	+$18	﹤0.01%	1142
2021 Q3	$2K	Buy	116 +1	+0.9%	+$22	﹤0.01%	1329
2021 Q2	$3K	Buy	115 +2	+2%	+$50	﹤0.01%	1287
2021 Q1	$3K	Buy	113 +1	+0.9%	+$24	﹤0.01%	1182
2020 Q4	$2K	Buy	112 +1	+0.9%	+$22	﹤0.01%	1157
2020 Q3	$2K	Buy	111 +1	+0.9%	+$23	﹤0.01%	1116
2020 Q2	$2K	Buy	+110	New	+$2.23K	﹤0.01%	1058
2018 Q4	–	Sell	-4	Closed	–	–	768
2018 Q3	$0	Buy	+4	New	+$78	﹤0.01%	829

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Creative Financial Designs's WU Position: Q1 2022 in Review

Creative Financial Designs sold out of Western Union (WU) in Q1 2022, closing a stake of 117 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in WU in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q2 2021. 514 funds tracked by Wall St. Rank hold WU as of Q1 2022.

Creative Financial Designs reported no remaining Western Union position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 117 Western Union shares in Q1 2022, an estimated $2K.
Creative Financial Designs first reported a position in Western Union in Q3 2018 and held it in 8 quarters.
Creative Financial Designs's Western Union position peaked at $3K in Q2 2021.
514 funds tracked by Wall St. Rank held Western Union as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.