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MPS Loria Financial Planners’s Western Union WU Stock Holding History

MPS Loria Financial Planners’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
-22
Closed – – 564
2021
Q1 		$0 Hold
22
– – ﹤0.01% 642
2020
Q4 		$0 Buy
+22
New +$477 ﹤0.01% 644

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
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's WU Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Western Union (WU) in Q2 2021, closing a stake of 22 shares.

MPS Loria Financial Planners first reported a position in WU in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 22 Western Union shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Western Union in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Western Union position peaked at $0 in Q1 2021.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.