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Fortis Advisors’s Western Union WU Stock Holding History

Fortis 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
Q1 		– Sell
-2,318
Closed -$51K – 267
2020
Q4 		$51K Hold
2,318
– – 0.05% 113
2020
Q3 		$50K Sell
2,318
-143
-6% -$3.25K 0.05% 106
2020
Q2 		$53K Buy
+2,461
New +$50K 0.05% 112
2020
Q1 		– Sell
-11,117
Closed -$298K – 391
2019
Q4 		$298K Hold
11,117
– – 0.18% 76
2019
Q3 		$258K Buy
+11,117
New +$240K 0.12% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fortis Advisors's WU Position: Q1 2021 in Review

Fortis Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 2,318 shares — an estimated $51K sold.

Fortis Advisors first reported a position in WU in Q3 2019 and held it in 5 quarters. The position peaked at $298K in Q4 2019. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Fortis Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Fortis Advisors sold 2,318 Western Union shares in Q1 2021, an estimated $51K.
  • Fortis Advisors first reported a position in Western Union in Q3 2019 and held it in 5 quarters.
  • Fortis Advisors's Western Union position peaked at $298K in Q4 2019.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Fortis Advisors's 13F filing for Q1 2021, filed 13 May 2021.