RIA
WP

Realta Investment Advisors’s Worldpay, Inc. WP Stock Holding History

Realta Investment 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
-2,360
Closed -$290K – 1885
2019
Q2 		$290K Buy
2,360
+16
+0.7% +$1.9K 0.08% 264
2019
Q1 		$268K Buy
+2,344
New +$213K 0.12% 223

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

Realta Investment Advisors's WP Position: Q3 2019 in Review

Realta Investment Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 2,360 shares — an estimated $290K sold.

Realta Investment Advisors first reported a position in WP in Q1 2019 and held it in 2 quarters. The position peaked at $290K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Realta Investment Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 2,360 Worldpay, Inc. shares in Q3 2019, an estimated $290K.
  • Realta Investment Advisors first reported a position in Worldpay, Inc. in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Worldpay, Inc. position peaked at $290K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.