Sowell Financial Services’s Western Union WU Stock Holding History

Sowell Financial Services’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	-15,236	Closed	-$206K	–	550
2022 Q3	$206K	Sell	15,236 -1,549	-9%	-$24.3K	0.02%	398
2022 Q2	$276K	Buy	16,785 +3,267	+24%	+$57.6K	0.03%	264
2022 Q1	$242K	Sell	13,518 -13,652	-50%	-$253K	0.04%	169
2021 Q4	$485K	Buy	27,170 +2,948	+12%	+$54.4K	0.03%	440
2021 Q3	$490K	Buy	24,222 +11,657	+93%	+$257K	0.03%	399
2021 Q2	$289K	Buy	12,565 +997	+9%	+$24.8K	0.02%	474
2021 Q1	$292K	Buy	11,568 +5,228	+82%	+$123K	0.01%	862
2020 Q4	$139K	Buy	6,340 +4,936	+352%	+$107K	0.01%	1018
2020 Q3	$30K	Sell	1,404 -578	-29%	-$13.1K	﹤0.01%	1386
2020 Q2	$43K	Sell	1,982 -1,407	-42%	-$28.6K	﹤0.01%	1206
2020 Q1	$61K	Sell	3,389 -19,038	-85%	-$467K	﹤0.01%	989
2019 Q4	$601K	Buy	22,427 +10,728	+92%	+$278K	0.05%	396
2019 Q3	$271K	Buy	+11,699	New	+$253K	0.02%	562
2017 Q1	–	Sell	-5,426	Closed	-$107K	–	571
2016 Q4	$107K	Buy	+5,426	New	+$113K	0.04%	263

Other funds holding WU

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

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 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

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

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