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Gerber Kawasaki Wealth & Investment Management’s Western Union WU Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1,442
Closed -$29K – 1129
2021
Q3 		$29K Buy
+1,442
New +$31.9K ﹤0.01% 421

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $55.1B AUM 45.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's WU Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Western Union (WU) in Q4 2021, closing a stake of 1,442 shares — an estimated $29K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WU in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,442 Western Union shares in Q4 2021, an estimated $29K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Western Union in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Western Union position peaked at $29K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.