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Transcend Capital Advisors’s Western Union WU Stock Holding History

Transcend Capital 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
-9,535
Closed -$209K – 432
2020
Q4 		$209K Hold
9,535
– – 0.03% 348
2020
Q3 		$204K Buy
+9,535
New +$216K 0.04% 245

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

Transcend Capital Advisors's WU Position: Q1 2021 in Review

Transcend Capital Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 9,535 shares — an estimated $209K sold.

Transcend Capital Advisors first reported a position in WU in Q3 2020 and held it in 2 quarters. The position peaked at $209K in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Transcend Capital Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Transcend Capital Advisors sold 9,535 Western Union shares in Q1 2021, an estimated $209K.
  • Transcend Capital Advisors first reported a position in Western Union in Q3 2020 and held it in 2 quarters.
  • Transcend Capital Advisors's Western Union position peaked at $209K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Transcend Capital Advisors's 13F filing for Q1 2021, filed 12 May 2021.