Red Door Wealth Management’s Western Union WU Stock Holding History

Red Door Wealth Management’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	-725	Closed	-$16K	–	617
2021 Q2	$16K	Buy	+725	New	+$18.1K	0.01%	395
2020 Q3	–	Sell	-709	Closed	-$15K	–	436
2020 Q2	$15K	Buy	709 +4	+0.6%	+$81	0.01%	285
2020 Q1	$12K	Buy	+705	New	+$17.3K	0.01%	280

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

Red Door Wealth Management's WU Position: Q3 2021 in Review

Red Door Wealth Management sold out of Western Union (WU) in Q3 2021, closing a stake of 725 shares — an estimated $16K sold.

Red Door Wealth Management first reported a position in WU in Q1 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

Red Door Wealth Management reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 725 Western Union shares in Q3 2021, an estimated $16K.
Red Door Wealth Management first reported a position in Western Union in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's Western Union position peaked at $16K in Q2 2021.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.