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Founders Financial Alliance’s Western Union WU Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-209
Closed -$4K – 1251
2020
Q3 		$4K Buy
+209
New +$4.75K ﹤0.01% 1092

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IFP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Founders Financial Alliance's WU Position: Q4 2020 in Review

Founders Financial Alliance sold out of Western Union (WU) in Q4 2020, closing a stake of 209 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in WU in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Founders Financial Alliance reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 209 Western Union shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Western Union in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Western Union position peaked at $4K in Q3 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.