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Fingerlakes Wealth Management’s Western Union WU Stock Holding History

Fingerlakes Wealth 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
2023
Q3 		– Sell
-11,303
Closed -$133K – 86
2023
Q2 		$133K Sell
11,303
-1,300
-10% -$15K 0.15% 85
2023
Q1 		$141K Buy
12,603
+24
+0.2% +$312 0.18% 86
2022
Q4 		$173K Sell
12,579
-571
-4% -$7.88K 0.24% 85
2022
Q3 		$178K Buy
13,150
+184
+1% +$2.88K 0.26% 83
2022
Q2 		$214K Buy
12,966
+183
+1% +$3.23K 0.29% 85
2022
Q1 		$240K Buy
12,783
+128
+1% +$2.37K 0.28% 87
2021
Q4 		$225K Buy
+12,655
New +$233K 0.25% 87

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fingerlakes Wealth Management's WU Position: Q3 2023 in Review

Fingerlakes Wealth Management sold out of Western Union (WU) in Q3 2023, closing a stake of 11,303 shares — an estimated $133K sold.

Fingerlakes Wealth Management first reported a position in WU in Q4 2021 and held it in 7 quarters. The position peaked at $240K in Q1 2022. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

  • Fingerlakes Wealth Management reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 11,303 Western Union shares in Q3 2023, an estimated $133K.
  • Fingerlakes Wealth Management first reported a position in Western Union in Q4 2021 and held it in 7 quarters.
  • Fingerlakes Wealth Management's Western Union position peaked at $240K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.