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Kapitalo Investimentos’s Western Union WU Stock Holding History

Kapitalo Investimentos’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
-37,011
Closed -$452K – 236
2024
Q2 		$452K Buy
37,011
+12,109
+49% +$157K 0.14% 51
2024
Q1 		$348K Sell
24,902
-7,121
-22% -$91.7K 0.08% 143
2023
Q4 		$382K Buy
32,023
+12,363
+63% +$151K 0.08% 142
2023
Q3 		$259K Buy
19,660
+6,215
+46% +$76.2K 0.04% 224
2023
Q2 		$158K Buy
13,445
+4,232
+46% +$48.8K 0.03% 286
2023
Q1 		$103K Buy
+9,213
New +$120K 0.03% 333

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kapitalo Investimentos's WU Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Western Union (WU) in Q3 2024, closing a stake of 37,011 shares — an estimated $452K sold.

Kapitalo Investimentos first reported a position in WU in Q1 2023 and held it in 6 quarters. The position peaked at $452K in Q2 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 37,011 Western Union shares in Q3 2024, an estimated $452K.
  • Kapitalo Investimentos first reported a position in Western Union in Q1 2023 and held it in 6 quarters.
  • Kapitalo Investimentos's Western Union position peaked at $452K in Q2 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.