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Paces Ferry Wealth Advisors’s Western Union WU Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-94
Closed -$2K – 1119
2020
Q3 		$2K Buy
+94
New +$2.13K ﹤0.01% 731

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IFP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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LSV Asset Management
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CCP
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Paces Ferry Wealth Advisors's WU Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Western Union (WU) in Q4 2020, closing a stake of 94 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in WU in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 94 Western Union shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Western Union in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Western Union position peaked at $2K in Q3 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.