Innealta Capital’s Western Union WU Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-165	Closed	-$2.02K	–	1711
2024 Q2	$2.02K	Buy	+165	New	+$2.14K	﹤0.01%	1089

Other funds holding WU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Innealta Capital's WU Position: Q3 2024 in Review

Innealta Capital sold out of Western Union (WU) in Q3 2024, closing a stake of 165 shares — an estimated $2.02K sold.

Innealta Capital first reported a position in WU in Q2 2024 and held it in 1 quarter. The position peaked at $2.02K in Q2 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

Innealta Capital reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 165 Western Union shares in Q3 2024, an estimated $2.02K.
Innealta Capital first reported a position in Western Union in Q2 2024 and held it in 1 quarter.
Innealta Capital's Western Union position peaked at $2.02K in Q2 2024.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.