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Verdence Capital Advisors’s Western Union WU Stock Holding History

Verdence 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
2022
Q2 		– Sell
-19,234
Closed -$360K – 543
2022
Q1 		$360K Sell
19,234
-865
-4% -$16K 0.04% 371
2021
Q4 		$359K Sell
20,099
-1,731
-8% -$31.9K 0.04% 356
2021
Q3 		$441K Sell
21,830
-8,124
-27% -$179K 0.06% 300
2021
Q2 		$688K Sell
29,954
-413
-1% -$10.3K 0.1% 216
2021
Q1 		$749K Sell
30,367
-6,857
-18% -$161K 0.13% 169
2020
Q4 		$817K Sell
37,224
-1,968
-5% -$42.7K 0.15% 149
2020
Q3 		$840K Buy
39,192
+2,301
+6% +$52.2K 0.19% 127
2020
Q2 		$798K Buy
36,891
+2,809
+8% +$57K 0.2% 131
2020
Q1 		$618K Buy
34,082
+16,033
+89% +$393K 0.18% 138
2019
Q4 		$483K Sell
18,049
-480
-3% -$12.4K 0.12% 180
2019
Q3 		$429K Buy
18,529
+8
+0% +$173 0.12% 189
2019
Q2 		$368K Sell
18,521
-5,667
-23% -$110K 0.11% 201
2019
Q1 		$447K Sell
24,188
-11,485
-32% -$207K 0.12% 172
2018
Q4 		$609K Buy
35,673
+2,417
+7% +$43.9K 0.17% 124
2018
Q3 		$634K Sell
33,256
-3,556
-10% -$69K 0.16% 141
2018
Q2 		$748K Sell
36,812
-2,951
-7% -$58.8K 0.18% 130
2018
Q1 		$765K Buy
39,763
+16,812
+73% +$337K 0.18% 126
2017
Q4 		$436K Buy
+22,951
New +$450K 0.1% 162

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Verdence Capital Advisors's WU Position: Q2 2022 in Review

Verdence Capital Advisors sold out of Western Union (WU) in Q2 2022, closing a stake of 19,234 shares — an estimated $360K sold.

Verdence Capital Advisors first reported a position in WU in Q4 2017 and held it in 18 quarters. The position peaked at $840K in Q3 2020. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

  • Verdence Capital Advisors reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
  • Verdence Capital Advisors sold 19,234 Western Union shares in Q2 2022, an estimated $360K.
  • Verdence Capital Advisors first reported a position in Western Union in Q4 2017 and held it in 18 quarters.
  • Verdence Capital Advisors's Western Union position peaked at $840K in Q3 2020.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Verdence Capital Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.