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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 – 566
2016
Q4 		$107K Buy
+5,426
New +$113K 0.04% 263

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's WU Position: Q4 2022 in Review

Sowell Financial Services sold out of Western Union (WU) in Q4 2022, closing a stake of 15,236 shares — an estimated $206K sold.

Sowell Financial Services first reported a position in WU in Q4 2016 and held it in 14 quarters. The position peaked at $601K in Q4 2019. 504 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • Sowell Financial Services reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • Sowell Financial Services sold 15,236 Western Union shares in Q4 2022, an estimated $206K.
  • Sowell Financial Services first reported a position in Western Union in Q4 2016 and held it in 14 quarters.
  • Sowell Financial Services's Western Union position peaked at $601K in Q4 2019.
  • 504 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Sowell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.