SeaCrest Wealth Management’s Western Union WU Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-1,031	Closed	-$17K	–	1542
2022 Q2	$17K	Buy	+1,031	New	+$18.2K	﹤0.01%	1554
2019 Q2	–	Sell	-3,910	Closed	-$72K	–	1859
2019 Q1	$72K	Buy	3,910 +1,802	+85%	+$32.4K	0.01%	818
2018 Q4	$36K	Buy	2,108 +2	+0.1%	+$36	0.01%	1016
2018 Q3	$40K	Buy	2,106 +2	+0.1%	+$39	0.01%	1096
2018 Q2	$43K	Buy	2,104 +2	+0.1%	+$40	0.01%	1051
2018 Q1	$40K	Buy	2,102 +2	+0.1%	+$40	0.01%	1050
2017 Q4	$40K	Buy	+2,100	New	+$41.2K	0.01%	1056

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's WU Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Western Union (WU) in Q3 2022, closing a stake of 1,031 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in WU in Q4 2017 and held it in 7 quarters. The position peaked at $72K in Q1 2019. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

SeaCrest Wealth Management reported no remaining Western Union position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,031 Western Union shares in Q3 2022, an estimated $17K.
SeaCrest Wealth Management first reported a position in Western Union in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Western Union position peaked at $72K in Q1 2019.
515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.