Liberty Wealth Management’s Western Union WU Stock Holding History

Liberty 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
2021 Q2	–	Sell	-249	Closed	-$5K	–	1194
2021 Q1	$5K	Hold	249	–	–	﹤0.01%	716
2020 Q4	$5K	Hold	249	–	–	﹤0.01%	712
2020 Q3	$5K	Hold	249	–	–	﹤0.01%	640
2020 Q2	$5K	Hold	249	–	–	﹤0.01%	629
2020 Q1	$5K	Hold	249	–	–	﹤0.01%	594
2019 Q4	$7K	Hold	249	–	–	0.01%	630
2019 Q3	$6K	Hold	249	–	–	0.01%	615
2019 Q2	$5K	Hold	249	–	–	﹤0.01%	671
2019 Q1	$4K	Sell	249 -212	-46%	-$3.81K	﹤0.01%	574
2018 Q4	$7K	Buy	+461	New	+$8.38K	0.01%	497

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Liberty Wealth Management's WU Position: Q2 2021 in Review

Liberty Wealth Management sold out of Western Union (WU) in Q2 2021, closing a stake of 249 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in WU in Q4 2018 and held it in 10 quarters. The position peaked at $7K in Q4 2019. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Liberty Wealth Management reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 249 Western Union shares in Q2 2021, an estimated $5K.
Liberty Wealth Management first reported a position in Western Union in Q4 2018 and held it in 10 quarters.
Liberty Wealth Management's Western Union position peaked at $7K in Q4 2019.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.