Wealthcare Advisory Partners’s Western Union WU Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-415	Closed	-$10K	–	1886
2021 Q1	$10K	Buy	+415	New	+$9.77K	﹤0.01%	1460
2020 Q2	–	Sell	-404	Closed	-$7K	–	1374
2020 Q1	$7K	Buy	404 +3	+0.7%	+$74	﹤0.01%	1028
2019 Q4	$11K	Buy	401 +2	+0.5%	+$52	﹤0.01%	923
2019 Q3	$9K	Buy	399 +2	+0.5%	+$43	﹤0.01%	956
2019 Q2	$8K	Buy	397 +3	+0.8%	+$58	﹤0.01%	970
2019 Q1	$7K	Buy	394 +3	+0.8%	+$54	﹤0.01%	905
2018 Q4	$7K	Buy	391 +3	+0.8%	+$55	﹤0.01%	877
2018 Q3	$7K	Buy	388 +2	+0.5%	+$39	﹤0.01%	945
2018 Q2	$8K	Buy	386 +3	+0.8%	+$60	﹤0.01%	908
2018 Q1	$7K	Buy	383 +2	+0.5%	+$40	﹤0.01%	796
2017 Q4	$7K	Hold	381	–	–	﹤0.01%	741
2017 Q3	$7K	Buy	+381	New	+$7.26K	﹤0.01%	605

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's WU Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Western Union (WU) in Q2 2021, closing a stake of 415 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in WU in Q3 2017 and held it in 12 quarters. The position peaked at $11K in Q4 2019. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 415 Western Union shares in Q2 2021, an estimated $10K.
Wealthcare Advisory Partners first reported a position in Western Union in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Western Union position peaked at $11K in Q4 2019.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.