Financial Gravity Asset Management’s Western Union WU Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-8	Closed	-$139	–	937
2020 Q1	$139	Sell	8 -106	-93%	-$2.6K	﹤0.01%	827
2019 Q4	$27K	Buy	+114	New	+$2.96K	0.02%	915
2019 Q2	–	Sell	-64	Closed	-$1K	–	1705
2019 Q1	$1K	Buy	+64	New	+$1.15K	﹤0.01%	1218
2018 Q3	$192K	Buy	10,893 +890	+9%	+$17.3K	0.2%	128
2018 Q2	$188K	Buy	10,003 +668	+7%	+$13.3K	0.18%	136
2018 Q1	$180K	Buy	+9,335	New	+$187K	0.18%	113

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Financial Gravity Asset Management's WU Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Western Union (WU) in Q2 2020, closing a stake of 8 shares — an estimated $139 sold.

Financial Gravity Asset Management first reported a position in WU in Q1 2018 and held it in 6 quarters. The position peaked at $192K in Q3 2018. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

Financial Gravity Asset Management reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 8 Western Union shares in Q2 2020, an estimated $139.
Financial Gravity Asset Management first reported a position in Western Union in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Western Union position peaked at $192K in Q3 2018.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.