EWM
WP

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

Edge 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
Q1 		– Sell
-695
Closed -$53K – 626
2018
Q4 		$53K Hold
695
– – 0.01% 241
2018
Q3 		$70K Hold
695
– – 0.02% 226
2018
Q2 		$57K Buy
+695
New +$56.8K 0.01% 232

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Edge Wealth Management's WP Position: Q1 2019 in Review

Edge Wealth Management sold out of Worldpay, Inc. (WP) in Q1 2019, closing a stake of 695 shares — an estimated $53K sold.

Edge Wealth Management first reported a position in WP in Q2 2018 and held it in 3 quarters. The position peaked at $70K in Q3 2018. 586 funds tracked by Wall St. Rank hold WP as of Q1 2019.

  • Edge Wealth Management reported no remaining Worldpay, Inc. position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 695 Worldpay, Inc. shares in Q1 2019, an estimated $53K.
  • Edge Wealth Management first reported a position in Worldpay, Inc. in Q2 2018 and held it in 3 quarters.
  • Edge Wealth Management's Worldpay, Inc. position peaked at $70K in Q3 2018.
  • 586 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.