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Delap Wealth Advisory’s Western Union WU Stock Holding History

Delap Wealth 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
Q2 		– Sell
-20,657
Closed -$289K – 291
2024
Q1 		$289K Buy
+20,657
New +$266K 0.12% 158

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Delap Wealth Advisory's WU Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Western Union (WU) in Q2 2024, closing a stake of 20,657 shares — an estimated $289K sold.

Delap Wealth Advisory first reported a position in WU in Q1 2024 and held it in 1 quarter. The position peaked at $289K in Q1 2024. 442 funds tracked by Wall St. Rank hold WU as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 20,657 Western Union shares in Q2 2024, an estimated $289K.
  • Delap Wealth Advisory first reported a position in Western Union in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Western Union position peaked at $289K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.