AWM
WP

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

Affinity 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
-14,351
Closed -$1.76M – 115
2019
Q2 		$1.76M Hold
14,351
– – 0.69% 22
2019
Q1 		$1.63M Buy
14,351
+3,822
+36% +$347K 0.65% 24
2018
Q4 		$805K Buy
+10,529
New +$916K 0.49% 36

Other funds holding WP

SH
Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Affinity Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 14,351 shares — an estimated $1.76M sold.

Affinity Wealth Management first reported a position in WP in Q4 2018 and held it in 3 quarters. The position peaked at $1.76M in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Affinity Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 14,351 Worldpay, Inc. shares in Q3 2019, an estimated $1.76M.
  • Affinity Wealth Management first reported a position in Worldpay, Inc. in Q4 2018 and held it in 3 quarters.
  • Affinity Wealth Management's Worldpay, Inc. position peaked at $1.76M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

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