IAA
WP

Independent Advisor Alliance’s Worldpay, Inc. WP Stock Holding History

Independent Advisor Alliance’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
-5,043
Closed -$618K – 495
2019
Q2 		$618K Sell
5,043
-234
-4% -$27.8K 0.09% 194
2019
Q1 		$599K Buy
+5,277
New +$479K 0.08% 201

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

Independent Advisor Alliance's WP Position: Q3 2019 in Review

Independent Advisor Alliance sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 5,043 shares — an estimated $618K sold.

Independent Advisor Alliance first reported a position in WP in Q1 2019 and held it in 2 quarters. The position peaked at $618K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Independent Advisor Alliance reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,043 Worldpay, Inc. shares in Q3 2019, an estimated $618K.
  • Independent Advisor Alliance first reported a position in Worldpay, Inc. in Q1 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Worldpay, Inc. position peaked at $618K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Independent Advisor Alliance's 13F filing for Q3 2019, filed 12 Nov 2019.