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Newbridge Financial Services Group’s Western Union WU Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-2,904
Closed -$40.6K – 1236
2024
Q1 		$40.6K Buy
+2,904
New +$37.4K 0.02% 435
2021
Q4 		– Sell
-750
Closed -$15K – 1553
2021
Q3 		$15K Hold
750
– – 0.01% 757
2021
Q2 		$17K Buy
750
+650
+650% +$16.2K 0.01% 835
2021
Q1 		$2K Buy
+100
New +$2.35K ﹤0.01% 1212

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
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
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

Newbridge Financial Services Group's WU Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Western Union (WU) in Q2 2024, closing a stake of 2,904 shares — an estimated $40.6K sold.

Newbridge Financial Services Group first reported a position in WU in Q1 2021 and held it in 4 quarters. The position peaked at $40.6K in Q1 2024. 442 funds tracked by Wall St. Rank hold WU as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,904 Western Union shares in Q2 2024, an estimated $40.6K.
  • Newbridge Financial Services Group first reported a position in Western Union in Q1 2021 and held it in 4 quarters.
  • Newbridge Financial Services Group's Western Union position peaked at $40.6K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.