Key Financial Inc’s Western Union WU Stock Holding History

Key Financial Inc’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	-331	Closed	-$4.47K	–	1221
2022 Q4	$4.47K	Hold	331	–	–	﹤0.01%	811
2022 Q3	$4K	Hold	331	–	–	﹤0.01%	858
2022 Q2	$6K	Hold	331	–	–	﹤0.01%	778
2022 Q1	$6K	Sell	331 -228	-41%	-$4.22K	﹤0.01%	770
2021 Q4	$10K	Hold	559	–	–	0.01%	601
2021 Q3	$11K	Hold	559	–	–	0.01%	570
2021 Q2	$13K	Hold	559	–	–	0.01%	533
2021 Q1	$14K	Hold	559	–	–	0.01%	452
2020 Q4	$12K	Buy	+559	New	+$12.1K	0.01%	443
2020 Q2	–	Sell	-331	Closed	-$6K	–	656
2020 Q1	$6K	Buy	+331	New	+$8.12K	0.01%	499

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Key Financial Inc's WU Position: Q1 2023 in Review

Key Financial Inc sold out of Western Union (WU) in Q1 2023, closing a stake of 331 shares — an estimated $4.47K sold.

Key Financial Inc first reported a position in WU in Q1 2020 and held it in 10 quarters. The position peaked at $14K in Q1 2021. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

Key Financial Inc reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 331 Western Union shares in Q1 2023, an estimated $4.47K.
Key Financial Inc first reported a position in Western Union in Q1 2020 and held it in 10 quarters.
Key Financial Inc's Western Union position peaked at $14K in Q1 2021.
475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.