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Schechter Investment Advisors’s Western Union WU Stock Holding History

Schechter 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
2022
Q4 		– Sell
-22,542
Closed -$304K – 896
2022
Q3 		$304K Sell
22,542
-30,551
-58% -$479K 0.03% 698
2022
Q2 		$874K Sell
53,093
-709
-1% -$12.5K 0.09% 333
2022
Q1 		$1.01M Sell
53,802
-12,825
-19% -$237K 0.09% 301
2021
Q4 		$1.19M Buy
+66,627
New +$1.23M 0.11% 248

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's WU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Western Union (WU) in Q4 2022, closing a stake of 22,542 shares — an estimated $304K sold.

Schechter Investment Advisors first reported a position in WU in Q4 2021 and held it in 4 quarters. The position peaked at $1.19M in Q4 2021. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 22,542 Western Union shares in Q4 2022, an estimated $304K.
  • Schechter Investment Advisors first reported a position in Western Union in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's Western Union position peaked at $1.19M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.