AIA
WP

Alera Investment Advisors’s Worldpay, Inc. WP Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-172
Closed -$20K – 1204
2019
Q1 		$20K Buy
172
+24
+16% +$2.18K 0.01% 304
2018
Q4 		$11K Buy
+148
New +$12.9K 0.01% 421

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Alera Investment Advisors's WP Position: Q2 2019 in Review

Alera Investment Advisors sold out of Worldpay, Inc. (WP) in Q2 2019, closing a stake of 172 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in WP in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 578 funds tracked by Wall St. Rank hold WP as of Q2 2019.

  • Alera Investment Advisors reported no remaining Worldpay, Inc. position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 172 Worldpay, Inc. shares in Q2 2019, an estimated $20K.
  • Alera Investment Advisors first reported a position in Worldpay, Inc. in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Worldpay, Inc. position peaked at $20K in Q1 2019.
  • 578 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.