WP
WU icon

WealthShield Partners’s Western Union WU Stock Holding History

WealthShield 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
Q3 		– Sell
-445
Closed -$10K – 755
2021
Q2 		$10K Buy
445
+95
+27% +$2.37K ﹤0.01% 763
2021
Q1 		$9K Buy
+350
New +$8.24K ﹤0.01% 842

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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

WealthShield Partners's WU Position: Q3 2021 in Review

WealthShield Partners sold out of Western Union (WU) in Q3 2021, closing a stake of 445 shares — an estimated $10K sold.

WealthShield Partners first reported a position in WU in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • WealthShield Partners reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 445 Western Union shares in Q3 2021, an estimated $10K.
  • WealthShield Partners first reported a position in Western Union in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Western Union position peaked at $10K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.