AWM
WP

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

Avior 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
-300
Closed -$37K – 918
2019
Q2 		$37K Buy
+300
New +$35.6K 0.01% 479

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

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

Avior Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 300 shares — an estimated $37K sold.

Avior Wealth Management first reported a position in WP in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Avior Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Avior Wealth Management sold 300 Worldpay, Inc. shares in Q3 2019, an estimated $37K.
  • Avior Wealth Management first reported a position in Worldpay, Inc. in Q2 2019 and held it in 1 quarter.
  • Avior Wealth Management's Worldpay, Inc. position peaked at $37K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.