Icon Wealth Partners’s Worldpay, Inc. WP Stock Holding History

Icon Wealth 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	-70	Closed	-$8K	–	894
2019 Q1	$8K	Buy	+70	New	+$6.35K	﹤0.01%	710
2018 Q3	–	Sell	-70	Closed	-$6K	–	808
2018 Q2	$6K	Buy	+70	New	+$5.72K	﹤0.01%	752
2018 Q1	–	Sell	-76	Closed	-$6K	–	828
2017 Q4	$6K	Buy	+76	New	+$5.43K	﹤0.01%	773

Other funds holding WP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Icon Wealth Partners's WP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Worldpay, Inc. (WP) in Q2 2019, closing a stake of 70 shares — an estimated $8K sold.

Icon Wealth Partners first reported a position in WP in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 578 funds tracked by Wall St. Rank hold WP as of Q2 2019.

Icon Wealth Partners reported no remaining Worldpay, Inc. position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 70 Worldpay, Inc. shares in Q2 2019, an estimated $8K.
Icon Wealth Partners first reported a position in Worldpay, Inc. in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Worldpay, Inc. position peaked at $8K in Q1 2019.
578 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.