SteelPeak Wealth’s Western Union WU Stock Holding History

SteelPeak Wealth’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
2021 Q3	–	Sell	-13,049	Closed	-$300K	–	482
2021 Q2	$300K	Buy	+13,049	New	+$325K	0.02%	337
2020 Q4	–	Sell	-18,027	Closed	-$386K	–	369
2020 Q3	$386K	Sell	18,027 -1,370	-7%	-$31.1K	0.04%	190
2020 Q2	$419K	Sell	19,397 -15,265	-44%	-$310K	0.05%	175
2020 Q1	$628K	Buy	34,662 +943	+3%	+$23.1K	0.1%	138
2019 Q4	$903K	Buy	+33,719	New	+$874K	0.12%	138

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

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

IFP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SteelPeak Wealth's WU Position: Q3 2021 in Review

SteelPeak Wealth sold out of Western Union (WU) in Q3 2021, closing a stake of 13,049 shares — an estimated $300K sold.

SteelPeak Wealth first reported a position in WU in Q4 2019 and held it in 5 quarters. The position peaked at $903K in Q4 2019. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

SteelPeak Wealth reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
SteelPeak Wealth sold 13,049 Western Union shares in Q3 2021, an estimated $300K.
SteelPeak Wealth first reported a position in Western Union in Q4 2019 and held it in 5 quarters.
SteelPeak Wealth's Western Union position peaked at $903K in Q4 2019.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.