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Realta Investment Advisors’s Western Union WU Stock Holding History

Realta Investment 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
Q1 		– Sell
-3,457
Closed -$93K – 1414
2019
Q4 		$93K Sell
3,457
-1,780
-34% -$46.2K 0.03% 523
2019
Q3 		$122K Sell
5,237
-626
-11% -$13.5K 0.03% 447
2019
Q2 		$116K Buy
5,863
+2,872
+96% +$56K 0.03% 463
2019
Q1 		$56K Buy
+2,991
New +$53.8K 0.03% 523

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's WU Position: Q1 2020 in Review

Realta Investment Advisors sold out of Western Union (WU) in Q1 2020, closing a stake of 3,457 shares — an estimated $93K sold.

Realta Investment Advisors first reported a position in WU in Q1 2019 and held it in 4 quarters. The position peaked at $122K in Q3 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Realta Investment Advisors reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 3,457 Western Union shares in Q1 2020, an estimated $93K.
  • Realta Investment Advisors first reported a position in Western Union in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Western Union position peaked at $122K in Q3 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.