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ICA Group Wealth Management’s Western Union WU Stock Holding History

ICA Group 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
2023
Q2 		– Sell
-412
Closed -$4.59K – 1416
2023
Q1 		$4.59K Hold
412
– – ﹤0.01% 968
2022
Q4 		$5.67K Buy
+412
New +$5.69K ﹤0.01% 944

Other funds holding WU

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICA Group Wealth Management's WU Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Western Union (WU) in Q2 2023, closing a stake of 412 shares — an estimated $4.59K sold.

ICA Group Wealth Management first reported a position in WU in Q4 2022 and held it in 2 quarters. The position peaked at $5.67K in Q4 2022. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 412 Western Union shares in Q2 2023, an estimated $4.59K.
  • ICA Group Wealth Management first reported a position in Western Union in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Western Union position peaked at $5.67K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.