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Regent Peak Wealth Advisors’s Western Union WU Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-249
Closed -$5K – 1015
2020
Q4 		$5K Buy
+249
New +$5.4K ﹤0.01% 681

Other funds holding WU

BlackRock
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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
Capital Research Global Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Regent Peak Wealth Advisors's WU Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 249 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in WU in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 249 Western Union shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Western Union in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Western Union position peaked at $5K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.