Icon Wealth Partners’s Western Union WU Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-27,492	Closed	-$594K	–	318
2020 Q2	$594K	Buy	+27,492	New	+$558K	0.14%	111

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Icon Wealth Partners's WU Position: Q3 2020 in Review

Icon Wealth Partners sold out of Western Union (WU) in Q3 2020, closing a stake of 27,492 shares — an estimated $594K sold.

Icon Wealth Partners first reported a position in WU in Q2 2020 and held it in 1 quarter. The position peaked at $594K in Q2 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

Icon Wealth Partners reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 27,492 Western Union shares in Q3 2020, an estimated $594K.
Icon Wealth Partners first reported a position in Western Union in Q2 2020 and held it in 1 quarter.
Icon Wealth Partners's Western Union position peaked at $594K in Q2 2020.
558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.