Curi Wealth Management’s Western Union WU Stock Holding History

Curi Wealth Management’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	-5	Closed	–	–	664
2021 Q4	$0	Buy	+5	New	+$92	﹤0.01%	613
2021 Q1	–	Sell	-5	Closed	–	–	497
2020 Q4	$0	Buy	+5	New	+$108	﹤0.01%	522

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

Curi Wealth Management's WU Position: Q1 2022 in Review

Curi Wealth Management sold out of Western Union (WU) in Q1 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in WU in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 514 funds tracked by Wall St. Rank hold WU as of Q1 2022.

Curi Wealth Management reported no remaining Western Union position as of Q1 2022 after selling out during the quarter.
Curi Wealth Management sold 5 Western Union shares in Q1 2022.
Curi Wealth Management first reported a position in Western Union in Q4 2020 and held it in 2 quarters.
Curi Wealth Management's Western Union position peaked at $0 in Q4 2021.
514 funds tracked by Wall St. Rank held Western Union as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.