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Joseph P. Lucia & Associates’s Western Union WU Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-2,200
Closed -$36K – 447
2022
Q2 		$36K Sell
2,200
-1,500
-41% -$26.4K 0.03% 206
2022
Q1 		$69K Sell
3,700
-9,550
-72% -$177K 0.04% 175
2021
Q4 		$236K Sell
13,250
-9,125
-41% -$168K 0.15% 115
2021
Q3 		$452K Buy
22,375
+860
+4% +$19K 0.27% 84
2021
Q2 		$494K Buy
+21,515
New +$536K 0.3% 79

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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joseph P. Lucia & Associates's WU Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Western Union (WU) in Q3 2022, closing a stake of 2,200 shares — an estimated $36K sold.

Joseph P. Lucia & Associates first reported a position in WU in Q2 2021 and held it in 5 quarters. The position peaked at $494K in Q2 2021. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Western Union position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 2,200 Western Union shares in Q3 2022, an estimated $36K.
  • Joseph P. Lucia & Associates first reported a position in Western Union in Q2 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Western Union position peaked at $494K in Q2 2021.
  • 515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.