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Independent Advisor Alliance’s Western Union WU Stock Holding History

Independent Advisor 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
2022
Q1 		– Sell
-21,559
Closed -$385K – 743
2021
Q4 		$385K Buy
21,559
+1,771
+9% +$32.7K 0.02% 457
2021
Q3 		$400K Buy
19,788
+204
+1% +$4.51K 0.02% 428
2021
Q2 		$450K Buy
+19,584
New +$488K 0.02% 414

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Independent Advisor Alliance's WU Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Western Union (WU) in Q1 2022, closing a stake of 21,559 shares — an estimated $385K sold.

Independent Advisor Alliance first reported a position in WU in Q2 2021 and held it in 3 quarters. The position peaked at $450K in Q2 2021. 514 funds tracked by Wall St. Rank hold WU as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Western Union position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,559 Western Union shares in Q1 2022, an estimated $385K.
  • Independent Advisor Alliance first reported a position in Western Union in Q2 2021 and held it in 3 quarters.
  • Independent Advisor Alliance's Western Union position peaked at $450K in Q2 2021.
  • 514 funds tracked by Wall St. Rank held Western Union as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.