Selective Wealth Management’s Western Union WU Stock Holding History

Selective 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 Q4	–	Sell	-150	Closed	-$2K	–	737
2022 Q3	$2K	Sell	150 -6,588	-98%	-$103K	﹤0.01%	694
2022 Q2	$111K	Buy	+6,738	New	+$119K	0.04%	205
2021 Q2	–	Sell	-100	Closed	-$2K	–	556
2021 Q1	$2K	Buy	+100	New	+$2.35K	﹤0.01%	367

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Selective Wealth Management's WU Position: Q4 2022 in Review

Selective Wealth Management sold out of Western Union (WU) in Q4 2022, closing a stake of 150 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in WU in Q1 2021 and held it in 3 quarters. The position peaked at $111K in Q2 2022. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

Selective Wealth Management reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 150 Western Union shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in Western Union in Q1 2021 and held it in 3 quarters.
Selective Wealth Management's Western Union position peaked at $111K in Q2 2022.
505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.