LPWM
WP

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

Lake Point 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
Q1 		– Sell
-50
Closed -$4K – 907
2018
Q4 		$4K Buy
+50
New +$4.35K ﹤0.01% 602

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Lake Point Wealth Management's WP Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Worldpay, Inc. (WP) in Q1 2019, closing a stake of 50 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in WP in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 586 funds tracked by Wall St. Rank hold WP as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Worldpay, Inc. position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 50 Worldpay, Inc. shares in Q1 2019, an estimated $4K.
  • Lake Point Wealth Management first reported a position in Worldpay, Inc. in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Worldpay, Inc. position peaked at $4K in Q4 2018.
  • 586 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.