TWM
WP

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

Tolleson 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
-7,455
Closed -$914K – 62
2019
Q2 		$914K Hold
7,455
– – 0.63% 17
2019
Q1 		$846K Hold
7,455
– – 0.59% 17
2018
Q4 		$570K Buy
+7,455
New +$648K 0.34% 25

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