LWA
WP

Lenox Wealth Advisors’s Worldpay, Inc. WP Stock Holding History

Lenox Wealth 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
Q3 		– Sell
-595
Closed -$73K – 652
2019
Q2 		$73K Buy
595
+316
+113% +$37.5K 0.01% 127
2019
Q1 		$32K Hold
279
– – 0.01% 164
2018
Q4 		$21K Hold
279
– – ﹤0.01% 193
2018
Q3 		$28K Hold
279
– – 0.01% 181
2018
Q2 		$23K Hold
279
– – 0.01% 240
2018
Q1 		$23K Buy
+279
New +$22.1K 0.01% 257
2014
Q1 		– Sell
-51
Closed -$2K – 360
2013
Q4 		$2K Buy
+51
New +$1.48K ﹤0.01% 331

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