APP
WP

Avantax Planning Partners’s Worldpay, Inc. WP Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-149
Closed -$12K – 1767
2018
Q1 		$12K Buy
+149
New +$11.8K ﹤0.01% 984

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's WP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Worldpay, Inc. (WP) in Q2 2018, closing a stake of 149 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in WP in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 520 funds tracked by Wall St. Rank hold WP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Worldpay, Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 149 Worldpay, Inc. shares in Q2 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Worldpay, Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Worldpay, Inc. position peaked at $12K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.