TRUE Private Wealth Advisors’s Western Union WU Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-650	Closed	-$14K	–	711
2020 Q4	$14K	Hold	650	–	–	﹤0.01%	502
2020 Q3	$13K	Hold	650	–	–	﹤0.01%	466
2020 Q2	$14K	Hold	650	–	–	﹤0.01%	448
2020 Q1	$11K	Sell	650 -143	-18%	-$3.51K	﹤0.01%	440
2019 Q4	$21K	Buy	+793	New	+$20.6K	﹤0.01%	482
2019 Q3	–	Sell	-793	Closed	-$15K	–	723
2019 Q2	$15K	Buy	+793	New	+$15.5K	﹤0.01%	497
2018 Q4	–	Sell	-1,241	Closed	-$23.7K	–	922
2018 Q3	$23.7K	Buy	+1,241	New	+$24.1K	﹤0.01%	575

Other funds holding WU

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

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TRUE Private Wealth Advisors's WU Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 650 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in WU in Q3 2018 and held it in 7 quarters. The position peaked at $23.7K in Q3 2018. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 650 Western Union shares in Q1 2021, an estimated $14K.
TRUE Private Wealth Advisors first reported a position in Western Union in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Western Union position peaked at $23.7K in Q3 2018.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.