Sequoia Financial Advisors’s Western Union WU Stock Holding History

Sequoia Financial 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
2026 Q1	–	Sell	-13,027	Closed	-$121K	–	2079
2025 Q4	$121K	Buy	+13,027	New	+$115K	﹤0.01%	1861
2022 Q2	–	Sell	-10,447	Closed	-$196K	–	691
2022 Q1	$196K	Sell	10,447 -9,964	-49%	-$184K	﹤0.01%	622
2021 Q4	$364K	Buy	+20,411	New	+$376K	0.01%	396
2021 Q3	–	Sell	-143,025	Closed	-$3.29M	–	467
2021 Q2	$3.29M	Buy	143,025 +35,663	+33%	+$888K	0.12%	112
2021 Q1	$2.65M	Buy	107,362 +7,480	+7%	+$176K	0.11%	112
2020 Q4	$2.19M	Buy	99,882 +60,024	+151%	+$1.3M	0.1%	117
2020 Q3	$854K	Buy	39,858 +5,235	+15%	+$119K	0.05%	181
2020 Q2	$749K	Buy	+34,623	New	+$703K	0.04%	180
2019 Q4	–	Sell	-14,051	Closed	-$326K	–	397
2019 Q3	$326K	Buy	+14,051	New	+$303K	0.02%	266
2017 Q1	–	Sell	-11,876	Closed	-$258K	–	302
2016 Q4	$258K	Sell	11,876 -2,975	-20%	-$61.7K	0.04%	223
2016 Q3	$309K	Sell	14,851 -1,517	-9%	-$31.2K	0.06%	170
2016 Q2	$314K	Buy	+16,368	New	+$318K	0.09%	165

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return