Prospera Financial Services’s Western Union WU Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-692	Closed	-$13K	–	2632
2022 Q1	$13K	Sell	692 -65,000	-99%	-$1.2M	﹤0.01%	1934
2021 Q4	$1.17M	Buy	65,692 +600	+0.9%	+$11.1K	0.05%	371
2021 Q3	$1.32M	Sell	65,092 -1,705	-3%	-$37.7K	0.07%	322
2021 Q2	$1.53M	Sell	66,797 -35,215	-35%	-$877K	0.08%	292
2021 Q1	$2.52M	Buy	102,012 +682	+0.7%	+$16.1K	0.15%	172
2020 Q4	$2.22M	Sell	101,330 -3,652	-3%	-$79.2K	0.15%	166
2020 Q3	$2.25M	Buy	104,982 +3,142	+3%	+$71.3K	0.86%	20
2020 Q2	$2.2M	Buy	101,840 +3,398	+3%	+$69K	0.2%	133
2020 Q1	$1.78M	Buy	+98,442	New	+$2.41M	0.19%	129
2014 Q1	–	Sell	-16,491	Closed	-$284K	–	301
2013 Q4	$284K	Buy	+16,491	New	+$289K	0.1%	172

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prospera Financial Services's WU Position: Q2 2022 in Review

Prospera Financial Services sold out of Western Union (WU) in Q2 2022, closing a stake of 692 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in WU in Q4 2013 and held it in 10 quarters. The position peaked at $2.52M in Q1 2021. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

Prospera Financial Services reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 692 Western Union shares in Q2 2022, an estimated $13K.
Prospera Financial Services first reported a position in Western Union in Q4 2013 and held it in 10 quarters.
Prospera Financial Services's Western Union position peaked at $2.52M in Q1 2021.
505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.