Evoke Wealth’s Western Union WU Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-50	Closed	-$1K	–	1152
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	1149
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1144
2022 Q1	$1K	Sell	50 -78	-61%	-$1.44K	﹤0.01%	1138
2021 Q4	$2K	Buy	128 +50	+64%	+$922	﹤0.01%	1078
2021 Q3	$1K	Sell	78 -40	-34%	-$884	﹤0.01%	1117
2021 Q2	$3K	Hold	118	–	–	﹤0.01%	1012
2021 Q1	$3K	Hold	118	–	–	﹤0.01%	978
2020 Q4	$3K	Hold	118	–	–	﹤0.01%	845
2020 Q3	$3K	Hold	118	–	–	﹤0.01%	802
2020 Q2	$3K	Buy	118 +80	+211%	+$1.62K	﹤0.01%	824
2020 Q1	$689	Sell	38 -296	-89%	-$7.26K	﹤0.01%	987
2019 Q4	$8.95K	Buy	334 +65	+24%	+$1.69K	﹤0.01%	781
2019 Q3	$6.23K	Buy	+269	New	+$5.81K	﹤0.01%	947

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's WU Position: Q4 2022 in Review

Evoke Wealth sold out of Western Union (WU) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Evoke Wealth first reported a position in WU in Q3 2019 and held it in 13 quarters. The position peaked at $8.95K in Q4 2019. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

Evoke Wealth reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 50 Western Union shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in Western Union in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Western Union position peaked at $8.95K in Q4 2019.
505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.