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Focused Wealth Management’s Western Union WU Stock Holding History

Focused 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
2024
Q1 		– Sell
-365
Closed -$4.36K – 982
2023
Q4 		$4.36K Buy
365
+6
+2% +$73 ﹤0.01% 675
2023
Q3 		$4.73K Hold
359
– – ﹤0.01% 651
2023
Q2 		$4.21K Buy
359
+7
+2% +$81 ﹤0.01% 702
2023
Q1 		$3.92K Buy
352
+7
+2% +$91 ﹤0.01% 717
2022
Q4 		$4.74K Buy
345
+6
+2% +$83 ﹤0.01% 664
2022
Q3 		$5K Buy
339
+6
+2% +$94 ﹤0.01% 640
2022
Q2 		$5K Buy
333
+5
+2% +$88 ﹤0.01% 626
2022
Q1 		$6K Buy
328
+4
+1% +$74 ﹤0.01% 652
2021
Q4 		$6K Buy
324
+4
+1% +$74 ﹤0.01% 677
2021
Q3 		$6K Buy
320
+3
+0.9% +$66 ﹤0.01% 696
2021
Q2 		$7K Buy
317
+4
+1% +$100 ﹤0.01% 676
2021
Q1 		$8K Buy
313
+3
+1% +$71 ﹤0.01% 644
2020
Q4 		$7K Sell
310
-43
-12% -$933 ﹤0.01% 621
2020
Q3 		$8K Buy
353
+7
+2% +$159 ﹤0.01% 545
2020
Q2 		$7K Buy
+346
New +$7.03K ﹤0.01% 546

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Focused Wealth Management's WU Position: Q1 2024 in Review

Focused Wealth Management sold out of Western Union (WU) in Q1 2024, closing a stake of 365 shares — an estimated $4.36K sold.

Focused Wealth Management first reported a position in WU in Q2 2020 and held it in 15 quarters. The position peaked at $8K in Q1 2021. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • Focused Wealth Management reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 365 Western Union shares in Q1 2024, an estimated $4.36K.
  • Focused Wealth Management first reported a position in Western Union in Q2 2020 and held it in 15 quarters.
  • Focused Wealth Management's Western Union position peaked at $8K in Q1 2021.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.