Personal Wealth Partners’s Western Union WU Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-112	Closed	-$3K	–	398
2021 Q2	$3K	Buy	+112	New	+$2.79K	﹤0.01%	369
2020 Q1	–	Sell	-34	Closed	-$1K	–	630
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	485
2019 Q3	$1K	Buy	+34	New	+$734	﹤0.01%	498

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Personal Wealth Partners's WU Position: Q3 2021 in Review

Personal Wealth Partners sold out of Western Union (WU) in Q3 2021, closing a stake of 112 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in WU in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

Personal Wealth Partners reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 112 Western Union shares in Q3 2021, an estimated $3K.
Personal Wealth Partners first reported a position in Western Union in Q3 2019 and held it in 3 quarters.
Personal Wealth Partners's Western Union position peaked at $3K in Q2 2021.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.