IWS
WP

Insight Wealth Strategies’s Worldpay, Inc. WP Stock Holding History

Insight Wealth Strategies’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
-4,311
Closed -$528K – 198
2019
Q2 		$528K Buy
4,311
+101
+2% +$12K 0.13% 101
2019
Q1 		$478K Buy
4,210
+74
+2% +$6.71K 0.13% 96
2018
Q4 		$316K Buy
+4,136
New +$360K 0.1% 117

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

Insight Wealth Strategies's WP Position: Q3 2019 in Review

Insight Wealth Strategies sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 4,311 shares — an estimated $528K sold.

Insight Wealth Strategies first reported a position in WP in Q4 2018 and held it in 3 quarters. The position peaked at $528K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Insight Wealth Strategies reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,311 Worldpay, Inc. shares in Q3 2019, an estimated $528K.
  • Insight Wealth Strategies first reported a position in Worldpay, Inc. in Q4 2018 and held it in 3 quarters.
  • Insight Wealth Strategies's Worldpay, Inc. position peaked at $528K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.