OWA
WU icon

Opal Wealth Advisors’s Western Union WU Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-310
Closed -$3.79K – 1181
2024
Q2 		$3.79K Sell
310
-30
-9% -$390 ﹤0.01% 850
2024
Q1 		$4.75K Buy
+340
New +$4.38K ﹤0.01% 269

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Opal Wealth Advisors's WU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Western Union (WU) in Q3 2024, closing a stake of 310 shares — an estimated $3.79K sold.

Opal Wealth Advisors first reported a position in WU in Q1 2024 and held it in 2 quarters. The position peaked at $4.75K in Q1 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 310 Western Union shares in Q3 2024, an estimated $3.79K.
  • Opal Wealth Advisors first reported a position in Western Union in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Western Union position peaked at $4.75K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.