RWA
WP

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

Ropes 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
-50
Closed -$6K – 604
2019
Q2 		$6K Hold
50
– – ﹤0.01% 516
2019
Q1 		$6K Hold
50
– – ﹤0.01% 481
2018
Q4 		$4K Hold
50
– – ﹤0.01% 471
2018
Q3 		$5K Hold
50
– – ﹤0.01% 497
2018
Q2 		$4K Hold
50
– – ﹤0.01% 518
2018
Q1 		$4K Hold
50
– – ﹤0.01% 507
2017
Q4 		$4K Hold
50
– – ﹤0.01% 664
2017
Q3 		$4K Buy
+50
New +$3.41K ﹤0.01% 633

Other funds holding WP

SH
Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Ropes Wealth Advisors's WP Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 50 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in WP in Q3 2017 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Ropes Wealth Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 50 Worldpay, Inc. shares in Q3 2019, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Worldpay, Inc. in Q3 2017 and held it in 8 quarters.
  • Ropes Wealth Advisors's Worldpay, Inc. position peaked at $6K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.