FWM
WP

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

Focused 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
-200
Closed -$25K – 822
2019
Q2 		$25K Hold
200
– – 0.01% 391
2019
Q1 		$23K Hold
200
– – 0.01% 361
2018
Q4 		$15K Hold
200
– – 0.01% 414
2018
Q3 		$20K Hold
200
– – 0.01% 368
2018
Q2 		$16K Hold
200
– – 0.01% 391
2018
Q1 		$16K Hold
200
– – 0.01% 416
2017
Q4 		$15K Hold
200
– – ﹤0.01% 418
2017
Q3 		$14K Hold
200
– – ﹤0.01% 396
2017
Q2 		$13K Buy
+200
New +$12.6K ﹤0.01% 441

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