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Janiczek Wealth Management’s Western Union WU Stock Holding History

Janiczek Wealth Management’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
Q1 		– Sell
-161
Closed -$2.35K – 1073
2022
Q4 		$2.35K Buy
161
+113
+235% +$1.56K ﹤0.01% 752
2022
Q3 		$1K Buy
+48
New +$752 ﹤0.01% 888

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's WU Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Western Union (WU) in Q1 2023, closing a stake of 161 shares — an estimated $2.35K sold.

Janiczek Wealth Management first reported a position in WU in Q3 2022 and held it in 2 quarters. The position peaked at $2.35K in Q4 2022. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • Janiczek Wealth Management reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 161 Western Union shares in Q1 2023, an estimated $2.35K.
  • Janiczek Wealth Management first reported a position in Western Union in Q3 2022 and held it in 2 quarters.
  • Janiczek Wealth Management's Western Union position peaked at $2.35K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.