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San Luis Wealth Advisors’s Western Union WU Stock Holding History

San Luis 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
2025
Q1 		– Sell
-66,306
Closed -$703K – 168
2024
Q4 		$703K Buy
+66,306
New +$735K 0.13% 85
2023
Q3 		– Sell
-68,266
Closed -$801K – 166
2023
Q2 		$801K Sell
68,266
-61,703
-47% -$711K 0.28% 85
2023
Q1 		$1.45M Buy
+129,969
New +$1.69M 0.56% 54

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's WU Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Western Union (WU) in Q1 2025, closing a stake of 66,306 shares — an estimated $703K sold.

San Luis Wealth Advisors first reported a position in WU in Q1 2023 and held it in 3 quarters. The position peaked at $1.45M in Q1 2023. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • San Luis Wealth Advisors reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • San Luis Wealth Advisors sold 66,306 Western Union shares in Q1 2025, an estimated $703K.
  • San Luis Wealth Advisors first reported a position in Western Union in Q1 2023 and held it in 3 quarters.
  • San Luis Wealth Advisors's Western Union position peaked at $1.45M in Q1 2023.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.