Cerity Partners
WP

Cerity Partners’s Worldpay, Inc. WP Stock Holding History

Cerity 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
2019
Q2 		– Sell
-1,894
Closed -$215K – 599
2019
Q1 		$215K Sell
1,894
-14,725
-89% -$1.34M 0.01% 489
2018
Q4 		$1.27M Buy
16,619
+3,372
+25% +$293K 0.09% 198
2018
Q3 		$1.34M Buy
13,247
+1,486
+13% +$136K 0.09% 208
2018
Q2 		$962K Buy
11,761
+2,855
+32% +$233K 0.07% 239
2018
Q1 		$732K Buy
+8,906
New +$706K 0.06% 272
2017
Q4 		– Sell
-3,697
Closed -$261K – 604
2017
Q3 		$261K Buy
+3,697
New +$252K 0.02% 473

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

Cerity Partners's WP Position: Q2 2019 in Review

Cerity Partners sold out of Worldpay, Inc. (WP) in Q2 2019, closing a stake of 1,894 shares — an estimated $215K sold.

Cerity Partners first reported a position in WP in Q3 2017 and held it in 6 quarters. The position peaked at $1.34M in Q3 2018. 577 funds tracked by Wall St. Rank hold WP as of Q2 2019.

  • Cerity Partners reported no remaining Worldpay, Inc. position as of Q2 2019 after selling out during the quarter.
  • Cerity Partners sold 1,894 Worldpay, Inc. shares in Q2 2019, an estimated $215K.
  • Cerity Partners first reported a position in Worldpay, Inc. in Q3 2017 and held it in 6 quarters.
  • Cerity Partners's Worldpay, Inc. position peaked at $1.34M in Q3 2018.
  • 577 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2019.

Based on Cerity Partners's 13F filing for Q2 2019, filed 14 Aug 2019.