LIWM
WU icon

Long Island Wealth Management’s Western Union WU Stock Holding History

Long Island 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
2024
Q1 		– Sell
-1,907
Closed -$23K – 415
2023
Q4 		$23K Buy
+1,907
New +$23.3K 0.02% 163

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Long Island Wealth Management's WU Position: Q1 2024 in Review

Long Island Wealth Management sold out of Western Union (WU) in Q1 2024, closing a stake of 1,907 shares — an estimated $23K sold.

Long Island Wealth Management first reported a position in WU in Q4 2023 and held it in 1 quarter. The position peaked at $23K in Q4 2023. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • Long Island Wealth Management reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1,907 Western Union shares in Q1 2024, an estimated $23K.
  • Long Island Wealth Management first reported a position in Western Union in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Western Union position peaked at $23K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.