TCI Wealth Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$168 | – | 2266 |
|
|
2023
Q1 | $168 | Hold |
15
| – | – | ﹤0.01% | 2355 |
|
|
2022
Q4 | $207 | Sell |
15
-1
| -6% | -$14 | ﹤0.01% | 2332 |
|
|
2022
Q3 | $0 | Sell |
16
-280
| -95% | -$4.39K | ﹤0.01% | 2622 |
|
|
2022
Q2 | $5K | Sell |
296
-22
| -7% | -$388 | ﹤0.01% | 1551 |
|
|
2022
Q1 | $6K | Buy |
+318
| New | +$5.88K | ﹤0.01% | 1477 |
|
|
2021
Q3 | – | Sell |
-47
| Closed | -$1K | – | 2595 |
|
|
2021
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 2267 |
|
|
2021
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 2123 |
|
|
2020
Q4 | $1K | Buy |
+47
| New | +$1.02K | ﹤0.01% | 1477 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$1K | – | 1792 |
|
|
2019
Q4 | $1K | Buy |
+31
| New | +$804 | ﹤0.01% | 1460 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | – | – | 1647 |
|
|
2019
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1567 |
|
|
2019
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 1681 |
|
|
2018
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1603 |
|
|
2018
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1617 |
|
|
2018
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1446 |
|
|
2017
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 1427 |
|
|
2017
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1397 |
|
|
2017
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1385 |
|
|
2017
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1389 |
|
|
2016
Q4 | $0 | Sell |
22
-24
| -52% | -$498 | ﹤0.01% | 1461 |
|
|
2016
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 1242 |
|
|
2016
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 1178 |
|
|
2015
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 977 |
|
|
2015
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 927 |
|
|
2015
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 916 |
|
|
2015
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 841 |
|
|
2014
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 838 |
|
|
2014
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 839 |
|
|
2014
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 855 |
|
|
2014
Q1 | $1K | Sell |
46
-100
| -68% | -$1.63K | ﹤0.01% | 829 |
|
|
2013
Q4 | $3K | Buy |
146
+100
| +217% | +$1.75K | ﹤0.01% | 682 |
|
|
2013
Q3 | $1K | Buy |
+46
| New | +$827 | ﹤0.01% | 734 |
|
Other funds holding WU
JAM
TCI Wealth Advisors's WU Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Western Union (WU) in Q2 2023, closing a stake of 15 shares — an estimated $168 sold.
TCI Wealth Advisors first reported a position in WU in Q3 2013 and held it in 33 quarters. The position peaked at $6K in Q1 2022. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.
- TCI Wealth Advisors reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 15 Western Union shares in Q2 2023, an estimated $168.
- TCI Wealth Advisors first reported a position in Western Union in Q3 2013 and held it in 33 quarters.
- TCI Wealth Advisors's Western Union position peaked at $6K in Q1 2022.
- 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.