FinTrust Capital Advisors’s Western Union WU Stock Holding History

FinTrust Capital Advisors’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 Q3	$6.75K	Buy	566 +500	+758%	+$6.03K	﹤0.01%	1023
2024 Q2	$807	Hold	66	–	–	﹤0.01%	1278
2024 Q1	$923	Hold	66	–	–	﹤0.01%	1177
2023 Q4	$787	Hold	66	–	–	﹤0.01%	1165
2023 Q3	$870	Hold	66	–	–	﹤0.01%	1130
2023 Q2	$909	Hold	66	–	–	﹤0.01%	1113
2023 Q1	$909	Hold	66	–	–	﹤0.01%	1106
2022 Q4	$909	Hold	66	–	–	﹤0.01%	1103
2022 Q3	$1K	Hold	66	–	–	﹤0.01%	1204
2022 Q2	$1K	Hold	66	–	–	﹤0.01%	1190
2022 Q1	$1K	Hold	66	–	–	﹤0.01%	1194
2021 Q4	$1K	Hold	66	–	–	﹤0.01%	1162
2021 Q3	$1K	Hold	66	–	–	﹤0.01%	1142
2021 Q2	$2K	Hold	66	–	–	﹤0.01%	1128
2021 Q1	$2K	Hold	66	–	–	﹤0.01%	1110
2020 Q4	$1K	Sell	66 -391	-86%	-$8.48K	﹤0.01%	1058
2020 Q3	$10	Hold	457	–	–	﹤0.01%	822
2020 Q2	$10K	Hold	457	–	–	﹤0.01%	737
2020 Q1	$8K	Hold	457	–	–	﹤0.01%	802
2019 Q4	$12K	Hold	457	–	–	﹤0.01%	724
2019 Q3	$11K	Sell	457 -500	-52%	-$10.8K	﹤0.01%	750
2019 Q2	$19K	Hold	957	–	–	0.01%	623
2019 Q1	$18K	Buy	957 +391	+69%	+$7.03K	0.01%	640
2018 Q4	$10K	Buy	+566	New	+$10.3K	﹤0.01%	777

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FinTrust Capital Advisors's WU Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Western Union (WU) stake by 758% in Q3 2024, buying an estimated $6.03K and bringing the position to 566 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

FinTrust Capital Advisors first reported a position in WU in Q4 2018 and has held it in 24 quarters since. The position peaked at $19K in Q2 2019. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

FinTrust Capital Advisors held 566 shares of Western Union worth $6.75K as of Q3 2024.
FinTrust Capital Advisors bought 500 Western Union shares in Q3 2024, an estimated $6.03K.
Western Union made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1023 holding.
FinTrust Capital Advisors first reported a position in Western Union in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Western Union position peaked at $19K in Q2 2019.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.