Inspire Advisors’s Western Union WU Stock Holding History

Inspire Advisors’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	-52,581	Closed	-$586K	–	268
2023 Q1	$586K	Buy	52,581 +16,490	+46%	+$215K	0.13%	71
2022 Q4	$497K	Buy	36,091 +13,808	+62%	+$191K	0.13%	63
2022 Q3	$301K	Buy	+22,283	New	+$349K	0.08%	59
2021 Q1	–	Sell	-2,388	Closed	-$52K	–	741
2020 Q4	$52K	Buy	+2,388	New	+$51.8K	0.02%	231

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

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

Millennium Management New York $240B AUM 35.51% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Advisors's WU Position: Q2 2023 in Review

Inspire Advisors sold out of Western Union (WU) in Q2 2023, closing a stake of 52,581 shares — an estimated $586K sold.

Inspire Advisors first reported a position in WU in Q4 2020 and held it in 4 quarters. The position peaked at $586K in Q1 2023. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

Inspire Advisors reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
Inspire Advisors sold 52,581 Western Union shares in Q2 2023, an estimated $586K.
Inspire Advisors first reported a position in Western Union in Q4 2020 and held it in 4 quarters.
Inspire Advisors's Western Union position peaked at $586K in Q1 2023.
463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Inspire Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.