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Strategic Investment Advisors’s Western Union WU Stock Holding History

Strategic Investment 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
2021
Q1 		– Sell
-22,578
Closed -$495K – 214
2020
Q4 		$495K Buy
+22,578
New +$490K 0.14% 124

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Strategic Investment Advisors's WU Position: Q1 2021 in Review

Strategic Investment Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 22,578 shares — an estimated $495K sold.

Strategic Investment Advisors first reported a position in WU in Q4 2020 and held it in 1 quarter. The position peaked at $495K in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Strategic Investment Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Strategic Investment Advisors sold 22,578 Western Union shares in Q1 2021, an estimated $495K.
  • Strategic Investment Advisors first reported a position in Western Union in Q4 2020 and held it in 1 quarter.
  • Strategic Investment Advisors's Western Union position peaked at $495K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Strategic Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.