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Fort Washington Investment Advisors’s Western Union WU Stock Holding History

Fort Washington Investment 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
2021
Q3 		– Sell
-38,160
Closed -$877K – 527
2021
Q2 		$877K Sell
38,160
-1,237
-3% -$30.8K 0.01% 326
2021
Q1 		$972K Sell
39,397
-121,320
-75% -$2.86M 0.01% 318
2020
Q4 		$3.53M Buy
160,717
+1,168
+0.7% +$25.3K 0.04% 241
2020
Q3 		$3.42M Buy
159,549
+1,346
+0.9% +$30.6K 0.04% 237
2020
Q2 		$3.42M Hold
158,203
– – 0.04% 230
2020
Q1 		$2.87M Buy
158,203
+6,282
+4% +$154K 0.04% 224
2019
Q4 		$4.07M Buy
151,921
+32,255
+27% +$836K 0.04% 235
2019
Q3 		$2.77M Buy
119,666
+38,758
+48% +$837K 0.03% 250
2019
Q2 		$1.61M Hold
80,908
– – 0.02% 284
2019
Q1 		$1.49M Buy
80,908
+852
+1% +$15.3K 0.02% 286
2018
Q4 		$1.37M Sell
80,056
-32,373
-29% -$589K 0.02% 304
2018
Q3 		$2.14M Hold
112,429
– – 0.02% 291
2018
Q2 		$2.29M Hold
112,429
– – 0.02% 287
2018
Q1 		$2.16M Sell
112,429
-20,375
-15% -$409K 0.02% 299
2017
Q4 		$2.52M Hold
132,804
– – 0.03% 310
2017
Q3 		$2.55M Hold
132,804
– – 0.04% 198
2017
Q2 		$2.53M Sell
132,804
-19
-0% -$368 0.04% 197
2017
Q1 		$2.7M Buy
132,823
+19
+0% +$388 0.04% 197
2016
Q4 		$2.88M Buy
+132,804
New +$2.76M 0.05% 181

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
Fidelity Investments
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fort Washington Investment Advisors's WU Position: Q3 2021 in Review

Fort Washington Investment Advisors sold out of Western Union (WU) in Q3 2021, closing a stake of 38,160 shares — an estimated $877K sold.

Fort Washington Investment Advisors first reported a position in WU in Q4 2016 and held it in 19 quarters. The position peaked at $4.07M in Q4 2019. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • Fort Washington Investment Advisors reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 38,160 Western Union shares in Q3 2021, an estimated $877K.
  • Fort Washington Investment Advisors first reported a position in Western Union in Q4 2016 and held it in 19 quarters.
  • Fort Washington Investment Advisors's Western Union position peaked at $4.07M in Q4 2019.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.