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Cyndeo Wealth Partners’s Western Union WU Stock Holding History

Cyndeo Wealth Partners’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
2025
Q1 		– Sell
-559,305
Closed -$5.93M – 480
2024
Q4 		$5.93M Buy
559,305
+40,447
+8% +$448K 0.4% 80
2024
Q3 		$6.19M Buy
+518,858
New +$6.26M 0.43% 75

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cyndeo Wealth Partners's WU Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of Western Union (WU) in Q1 2025, closing a stake of 559,305 shares — an estimated $5.93M sold.

Cyndeo Wealth Partners first reported a position in WU in Q3 2024 and held it in 2 quarters. The position peaked at $6.19M in Q3 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 559,305 Western Union shares in Q1 2025, an estimated $5.93M.
  • Cyndeo Wealth Partners first reported a position in Western Union in Q3 2024 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Western Union position peaked at $6.19M in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.