9WM
WP

9258 Wealth Management’s Worldpay, Inc. WP Stock Holding History

9258 Wealth Management’s Portfolio WP Stock Details WP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,962
Closed -$240K – 195
2019
Q2 		$240K Hold
1,962
– – 0.19% 146
2019
Q1 		$223K Buy
+1,962
New +$178K 0.19% 143

Other funds holding WP

SH
Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $563M AUM 20.97% 1-Year Est. Return

9258 Wealth Management's WP Position: Q3 2019 in Review

9258 Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 1,962 shares — an estimated $240K sold.

9258 Wealth Management first reported a position in WP in Q1 2019 and held it in 2 quarters. The position peaked at $240K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • 9258 Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 1,962 Worldpay, Inc. shares in Q3 2019, an estimated $240K.
  • 9258 Wealth Management first reported a position in Worldpay, Inc. in Q1 2019 and held it in 2 quarters.
  • 9258 Wealth Management's Worldpay, Inc. position peaked at $240K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on 9258 Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.