Wipfli Financial Advisors’s Western Union WU Stock Holding History

Wipfli Financial 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 Q3	$35K	Buy	+2,622	New	+$41.1K	﹤0.01%	1297

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wipfli Financial Advisors's WU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Western Union (WU) in Q3 2022: 2,622 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

Wipfli Financial Advisors held 2,622 shares of Western Union worth $35K as of Q3 2022.
Western Union was a new Wipfli Financial Advisors position in Q3 2022.
Western Union made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1297 holding.
515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.