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Integrated Investment Consultants’s Western Union WU Stock Holding History

Integrated Investment Consultants’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
-10,612
Closed -$189K – 320
2021
Q4 		$189K Buy
10,612
+15
+0.1% +$277 0.05% 286
2021
Q3 		$214K Sell
10,597
-2,128
-17% -$47K 0.06% 269
2021
Q2 		$292K Hold
12,725
– – 0.09% 210
2021
Q1 		$314K Buy
12,725
+28
+0.2% +$659 0.11% 187
2020
Q4 		$279K Hold
12,697
– – 0.11% 183
2020
Q3 		$272K Buy
12,697
+97
+0.8% +$2.2K 0.13% 142
2020
Q2 		$272K Hold
12,600
– – 0.13% 119
2020
Q1 		$228K Buy
12,600
+2,300
+22% +$56.4K 0.13% 120
2019
Q4 		$276K Sell
10,300
-1,500
-13% -$38.9K 0.11% 127
2019
Q3 		$273K Hold
11,800
– – 0.14% 112
2019
Q2 		$235K Hold
11,800
– – 0.12% 124
2019
Q1 		$218K Sell
11,800
-3,000
-20% -$53.9K 0.12% 128
2018
Q4 		$253K Buy
14,800
+1,400
+10% +$25.5K 0.14% 117
2018
Q3 		$255K Buy
13,400
+2,750
+26% +$53.4K 0.12% 128
2018
Q2 		$217K Sell
10,650
-2,763
-21% -$55K 0.11% 141
2018
Q1 		$258K Buy
+13,413
New +$269K 0.1% 136
2017
Q3 		$249K Hold
12,950
– – 0.11% 125
2017
Q2 		$247K Buy
12,950
+900
+7% +$17.4K 0.11% 115
2017
Q1 		$245K Buy
12,050
+250
+2% +$5.1K 0.11% 119
2016
Q4 		$256K Buy
11,800
+200
+2% +$4.15K 0.12% 108
2016
Q3 		$231K Buy
11,600
+650
+6% +$13.4K 0.12% 112
2016
Q2 		$210K Buy
10,950
+7,200
+192% +$140K 0.12% 122
2016
Q1 		$74K Buy
+3,750
New +$67.5K 0.04% 293

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

Integrated Investment Consultants's WU Position: Q1 2022 in Review

Integrated Investment Consultants sold out of Western Union (WU) in Q1 2022, closing a stake of 10,612 shares — an estimated $189K sold.

Integrated Investment Consultants first reported a position in WU in Q1 2016 and held it in 23 quarters. The position peaked at $314K in Q1 2021. 514 funds tracked by Wall St. Rank hold WU as of Q1 2022.

  • Integrated Investment Consultants reported no remaining Western Union position as of Q1 2022 after selling out during the quarter.
  • Integrated Investment Consultants sold 10,612 Western Union shares in Q1 2022, an estimated $189K.
  • Integrated Investment Consultants first reported a position in Western Union in Q1 2016 and held it in 23 quarters.
  • Integrated Investment Consultants's Western Union position peaked at $314K in Q1 2021.
  • 514 funds tracked by Wall St. Rank held Western Union as of Q1 2022.

Based on Integrated Investment Consultants's 13F filing for Q1 2022, filed 16 May 2022.