WP
WU icon

WealthSource Partners’s Western Union WU Stock Holding History

WealthSource 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
2023
Q2 		– Sell
-12,595
Closed -$140K – 528
2023
Q1 		$140K Hold
12,595
– – 0.01% 477
2022
Q4 		$173K Buy
12,595
+95
+0.8% +$1.31K 0.01% 465
2022
Q3 		$169K Sell
12,500
-2,679
-18% -$42K 0.01% 466
2022
Q2 		$250K Sell
15,179
-2,742
-15% -$48.3K 0.02% 439
2022
Q1 		$336K Sell
17,921
-457
-2% -$8.45K 0.02% 427
2021
Q4 		$328K Sell
18,378
-444
-2% -$8.19K 0.03% 416
2021
Q3 		$381K Buy
18,822
+717
+4% +$15.8K 0.03% 334
2021
Q2 		$416K Sell
18,105
-3,058
-14% -$76.1K 0.04% 306
2021
Q1 		$522K Sell
21,163
-1,058
-5% -$24.9K 0.05% 236
2020
Q4 		$488K Sell
22,221
-1,061
-5% -$23K 0.06% 214
2020
Q3 		$499K Sell
23,282
-7,489
-24% -$170K 0.07% 195
2020
Q2 		$665K Buy
30,771
+6,057
+25% +$123K 0.1% 153
2020
Q1 		$448K Buy
24,714
+5,820
+31% +$143K 0.07% 191
2019
Q4 		$506K Buy
+18,894
New +$490K 0.07% 229
2018
Q3 		– Sell
-14,168
Closed -$288K – 344
2018
Q2 		$288K Sell
14,168
-1,151
-8% -$22.9K 0.08% 217
2018
Q1 		$295K Buy
15,319
+388
+3% +$7.79K 0.09% 205
2017
Q4 		$284K Buy
14,931
+4,114
+38% +$80.7K 0.09% 210
2017
Q3 		$208K Sell
10,817
-204
-2% -$3.89K 0.07% 271
2017
Q2 		$210K Sell
11,021
-210
-2% -$4.07K 0.07% 261
2017
Q1 		$229K Sell
11,231
-250
-2% -$5.1K 0.08% 234
2016
Q4 		$249K Hold
11,481
– – 0.1% 188
2016
Q3 		$239K Sell
11,481
-13,033
-53% -$268K 0.09% 214
2016
Q2 		$470K Buy
24,514
+4,689
+24% +$91.1K 0.18% 121
2016
Q1 		$382K Buy
+19,825
New +$357K 0.16% 132

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthSource Partners's WU Position: Q2 2023 in Review

WealthSource Partners sold out of Western Union (WU) in Q2 2023, closing a stake of 12,595 shares — an estimated $140K sold.

WealthSource Partners first reported a position in WU in Q1 2016 and held it in 24 quarters. The position peaked at $665K in Q2 2020. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • WealthSource Partners reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 12,595 Western Union shares in Q2 2023, an estimated $140K.
  • WealthSource Partners first reported a position in Western Union in Q1 2016 and held it in 24 quarters.
  • WealthSource Partners's Western Union position peaked at $665K in Q2 2020.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.