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TD Ameritrade Investment Management’s Western Union WU Stock Holding History

TD Ameritrade Investment Management’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
-359
Closed -$5K – 631
2022
Q3 		$5K Sell
359
-13
-3% -$204 ﹤0.01% 432
2022
Q2 		$6K Buy
372
+287
+338% +$5.06K ﹤0.01% 465
2022
Q1 		$2K Sell
85
-345
-80% -$6.38K ﹤0.01% 612
2021
Q4 		$8K Sell
430
-2,126
-83% -$39.2K ﹤0.01% 503
2021
Q3 		$55K Buy
2,556
+2,469
+2,838% +$54.5K ﹤0.01% 316
2021
Q2 		$2K Sell
87
-1,744
-95% -$43.4K ﹤0.01% 609
2021
Q1 		$40K Hold
1,831
– – ﹤0.01% 352
2020
Q4 		$40K Sell
1,831
-725
-28% -$15.7K ﹤0.01% 352
2020
Q3 		$55K Sell
2,556
-978
-28% -$22.2K ﹤0.01% 316
2020
Q2 		$76K Buy
3,534
+352
+11% +$7.15K ﹤0.01% 268
2020
Q1 		$58K Sell
3,182
-423
-12% -$10.4K ﹤0.01% 282
2019
Q4 		$97K Buy
3,605
+172
+5% +$4.46K ﹤0.01% 245
2019
Q3 		$80K Buy
3,433
+311
+10% +$6.71K ﹤0.01% 232
2019
Q2 		$62K Buy
3,122
+23
+0.7% +$448 ﹤0.01% 240
2019
Q1 		$57K Sell
3,099
-770
-20% -$13.8K ﹤0.01% 235
2018
Q4 		$66K Buy
3,869
+87
+2% +$1.58K ﹤0.01% 211
2018
Q3 		$72K Buy
3,782
+1,744
+86% +$33.9K ﹤0.01% 195
2018
Q2 		$41K Buy
+2,038
New +$40.6K ﹤0.01% 144

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's WU Position: Q4 2022 in Review

TD Ameritrade Investment Management sold out of Western Union (WU) in Q4 2022, closing a stake of 359 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in WU in Q2 2018 and held it in 18 quarters. The position peaked at $97K in Q4 2019. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • TD Ameritrade Investment Management reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 359 Western Union shares in Q4 2022, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Western Union in Q2 2018 and held it in 18 quarters.
  • TD Ameritrade Investment Management's Western Union position peaked at $97K in Q4 2019.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.