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WR Wealth Planners’s Western Union WU Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-100
Closed -$1.32K – 868
2023
Q3 		$1.32K Hold
100
– – ﹤0.01% 821
2023
Q2 		$1.17K Hold
100
– – ﹤0.01% 821
2023
Q1 		$1.11K Buy
+100
New +$1.3K ﹤0.01% 830

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's WU Position: Q4 2023 in Review

WR Wealth Planners sold out of Western Union (WU) in Q4 2023, closing a stake of 100 shares — an estimated $1.32K sold.

WR Wealth Planners first reported a position in WU in Q1 2023 and held it in 3 quarters. The position peaked at $1.32K in Q3 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • WR Wealth Planners reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 100 Western Union shares in Q4 2023, an estimated $1.32K.
  • WR Wealth Planners first reported a position in Western Union in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Western Union position peaked at $1.32K in Q3 2023.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.