SSWM
WP

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

Sheets Smith 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
-5,972
Closed -$732K – 328
2019
Q2 		$732K Sell
5,972
-53
-0.9% -$6.29K 0.15% 154
2019
Q1 		$684K Sell
6,025
-19
-0.3% -$1.72K 0.15% 161
2018
Q4 		$462K Sell
6,044
-12,065
-67% -$1.05M 0.12% 172
2018
Q3 		$1.83M Buy
18,109
+372
+2% +$34K 0.38% 68
2018
Q2 		$1.45M Buy
17,737
+175
+1% +$14.3K 0.34% 80
2018
Q1 		$1.44M Sell
17,562
-179
-1% -$14.2K 0.35% 80
2017
Q4 		$1.3M Buy
17,741
+321
+2% +$22.9K 0.31% 84
2017
Q3 		$1.23M Sell
17,420
-263
-1% -$17.9K 0.31% 86
2017
Q2 		$1.12M Sell
17,683
-797
-4% -$50.1K 0.3% 92
2017
Q1 		$1.19M Sell
18,480
-35
-0.2% -$2.23K 0.31% 92
2016
Q4 		$1.1M Sell
18,515
-1,167
-6% -$67.4K 0.31% 89
2016
Q3 		$1.11M Sell
19,682
-902
-4% -$50.1K 0.31% 84
2016
Q2 		$1.17M Sell
20,584
-482
-2% -$26.1K 0.34% 79
2016
Q1 		$1.14M Buy
21,066
+2,499
+13% +$122K 0.35% 75
2015
Q4 		$880K Sell
18,567
-86
-0.5% -$4.24K 0.27% 105
2015
Q3 		$838K Buy
+18,653
New +$804K 0.28% 93

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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Sheets Smith Wealth Management's WP Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 5,972 shares — an estimated $732K sold.

Sheets Smith Wealth Management first reported a position in WP in Q3 2015 and held it in 16 quarters. The position peaked at $1.83M in Q3 2018. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Sheets Smith Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,972 Worldpay, Inc. shares in Q3 2019, an estimated $732K.
  • Sheets Smith Wealth Management first reported a position in Worldpay, Inc. in Q3 2015 and held it in 16 quarters.
  • Sheets Smith Wealth Management's Worldpay, Inc. position peaked at $1.83M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.