Sutton Wealth Advisors’s Western Union WU Stock Holding History

Sutton Wealth 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
2023 Q3	–	Sell	-131	Closed	-$1.54K	–	890
2023 Q2	$1.54K	Hold	131	–	–	﹤0.01%	733
2023 Q1	$1.46K	Sell	131 -18	-12%	-$234	﹤0.01%	690
2022 Q4	$2.05K	Buy	149 +141	+1,763%	+$1.95K	﹤0.01%	1208
2022 Q3	$108	Sell	8 -34	-81%	-$533	﹤0.01%	1584
2022 Q2	$692	Sell	42 -62	-60%	-$1.09K	﹤0.01%	1383
2022 Q1	$1.95K	Sell	104 -47	-31%	-$869	﹤0.01%	1208
2021 Q4	$2.69K	Buy	151 +43	+40%	+$793	﹤0.01%	1161
2021 Q3	$2.18K	Hold	108	–	–	﹤0.01%	1160
2021 Q2	$2.48K	Hold	108	–	–	﹤0.01%	1140
2021 Q1	$2.66K	Hold	108	–	–	﹤0.01%	1109
2020 Q4	$2.37K	Hold	108	–	–	﹤0.01%	1084
2020 Q3	$2.31K	Hold	108	–	–	﹤0.01%	1058
2020 Q2	$2.33K	Sell	108 -24	-18%	-$487	﹤0.01%	1046
2020 Q1	$2.39K	Hold	132	–	–	﹤0.01%	1016
2019 Q4	$3.54K	Hold	132	–	–	﹤0.01%	992
2019 Q3	$3.06K	Hold	132	–	–	﹤0.01%	1011
2019 Q2	$2.63K	Hold	132	–	–	﹤0.01%	1022
2019 Q1	$2.44K	Hold	132	–	–	﹤0.01%	1021
2018 Q4	$2.25K	Hold	132	–	–	﹤0.01%	984
2018 Q3	$2.52K	Hold	132	–	–	﹤0.01%	977
2018 Q2	$2.68K	Hold	132	–	–	﹤0.01%	988
2018 Q1	$2.54K	Hold	132	–	–	﹤0.01%	988
2017 Q4	$2.51K	Hold	132	–	–	﹤0.01%	955
2017 Q3	$2.53K	Hold	132	–	–	﹤0.01%	936
2017 Q2	$2.52K	Buy	132 +35	+36%	+$677	﹤0.01%	944
2017 Q1	$1.97K	Hold	97	–	–	﹤0.01%	935
2016 Q4	$2.11K	Hold	97	–	–	﹤0.01%	929
2016 Q3	$2.02K	Hold	97	–	–	﹤0.01%	920
2016 Q2	$1.86K	Hold	97	–	–	﹤0.01%	889
2016 Q1	$1.87K	Buy	+97	New	+$1.75K	﹤0.01%	887

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sutton Wealth Advisors's WU Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Western Union (WU) in Q3 2023, closing a stake of 131 shares — an estimated $1.54K sold.

Sutton Wealth Advisors first reported a position in WU in Q1 2016 and held it in 30 quarters. The position peaked at $3.54K in Q4 2019. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

Sutton Wealth Advisors reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 131 Western Union shares in Q3 2023, an estimated $1.54K.
Sutton Wealth Advisors first reported a position in Western Union in Q1 2016 and held it in 30 quarters.
Sutton Wealth Advisors's Western Union position peaked at $3.54K in Q4 2019.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.