LFA
WP

Legacy Financial Advisors’s Worldpay, Inc. WP Stock Holding History

Legacy Financial Advisors’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
-200
Closed -$23K – 1048
2019
Q1 		$23K Hold
200
– – 0.01% 427
2018
Q4 		$15K Buy
200
+100
+100% +$8.7K 0.01% 475
2018
Q3 		$10K Hold
100
– – ﹤0.01% 536
2018
Q2 		$9K Hold
100
– – ﹤0.01% 576
2018
Q1 		$8K Hold
100
– – ﹤0.01% 556
2017
Q4 		$7K Buy
+100
New +$7.15K ﹤0.01% 590

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Financial Advisors's WP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Worldpay, Inc. (WP) in Q2 2019, closing a stake of 200 shares — an estimated $23K sold.

Legacy Financial Advisors first reported a position in WP in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q1 2019. 577 funds tracked by Wall St. Rank hold WP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Worldpay, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 200 Worldpay, Inc. shares in Q2 2019, an estimated $23K.
  • Legacy Financial Advisors first reported a position in Worldpay, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Worldpay, Inc. position peaked at $23K in Q1 2019.
  • 577 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.