EWM
WP

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

Executive 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
-100
Closed -$12K – 921
2019
Q2 		$12K Buy
+100
New +$11.9K ﹤0.01% 589

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

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

Executive Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 100 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in WP in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Executive Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 100 Worldpay, Inc. shares in Q3 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in Worldpay, Inc. in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Worldpay, Inc. position peaked at $12K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.