LWM
WP

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

Lyell 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
Q3 		– Sell
-11,575
Closed -$1.42M – 128
2019
Q2 		$1.42M Sell
11,575
-33,673
-74% -$3.99M 0.43% 63
2019
Q1 		$5.14M Sell
45,248
-3,487
-7% -$316K 1.71% 18
2018
Q4 		$3.73M Sell
48,735
-110
-0.2% -$9.57K 1.56% 26
2018
Q3 		$4.95M Sell
48,845
-115
-0.2% -$10.5K 1.67% 17
2018
Q2 		$4M Buy
48,960
+420
+0.9% +$34.3K 1.46% 26
2018
Q1 		$3.99M Buy
48,540
+805
+2% +$63.9K 1.48% 28
2017
Q4 		$3.51M Buy
47,735
+1,735
+4% +$124K 1.39% 30
2017
Q3 		$3.24M Buy
46,000
+5,230
+13% +$356K 1.4% 31
2017
Q2 		$2.58M Buy
40,770
+3,105
+8% +$195K 1.26% 37
2017
Q1 		$2.42M Buy
37,665
+4,250
+13% +$270K 1.31% 37
2016
Q4 		$1.99M Buy
+33,415
New +$1.93M 1.24% 42

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

Lyell Wealth Management's WP Position: Q3 2019 in Review

Lyell Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 11,575 shares — an estimated $1.42M sold.

Lyell Wealth Management first reported a position in WP in Q4 2016 and held it in 11 quarters. The position peaked at $5.14M in Q1 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Lyell Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Lyell Wealth Management sold 11,575 Worldpay, Inc. shares in Q3 2019, an estimated $1.42M.
  • Lyell Wealth Management first reported a position in Worldpay, Inc. in Q4 2016 and held it in 11 quarters.
  • Lyell Wealth Management's Worldpay, Inc. position peaked at $5.14M in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

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