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Financial Enhancement Group’s Western Union WU Stock Holding History

Financial Enhancement Group’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
-1,000
Closed -$14K – 330
2022
Q3 		$14K Hold
1,000
– – ﹤0.01% 178
2022
Q2 		$16K Hold
1,000
– – ﹤0.01% 173
2022
Q1 		$19K Hold
1,000
– – ﹤0.01% 170
2021
Q4 		$18K Hold
1,000
– – ﹤0.01% 176
2021
Q3 		$20K Buy
+1,000
New +$22.1K ﹤0.01% 170

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Enhancement Group's WU Position: Q4 2022 in Review

Financial Enhancement Group sold out of Western Union (WU) in Q4 2022, closing a stake of 1,000 shares — an estimated $14K sold.

Financial Enhancement Group first reported a position in WU in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • Financial Enhancement Group reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 1,000 Western Union shares in Q4 2022, an estimated $14K.
  • Financial Enhancement Group first reported a position in Western Union in Q3 2021 and held it in 5 quarters.
  • Financial Enhancement Group's Western Union position peaked at $20K in Q3 2021.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.