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Transform Wealth’s Euronet Worldwide EEFT Stock Holding History

Transform Wealth’s Portfolio EEFT Stock Details EEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,390
Closed -$1M – 226
2021
Q2 		$1M Sell
7,390
-600
-8% -$87.4K 0.12% 119
2021
Q1 		$1.1M Sell
7,990
-2,862
-26% -$414K 0.22% 93
2020
Q4 		$1.57M Sell
10,852
-4,125
-28% -$480K 0.33% 81
2020
Q3 		$1.36M Sell
14,977
-19,510
-57% -$1.9M 0.22% 91
2020
Q2 		$3.31M Buy
34,487
+78
+0.2% +$7.21K 0.57% 62
2020
Q1 		$2.95M Buy
34,409
+1,017
+3% +$135K 0.63% 57
2019
Q4 		$5.26M Sell
33,392
-1,732
-5% -$261K 0.83% 47
2019
Q3 		$5.14M Buy
35,124
+721
+2% +$112K 0.91% 37
2019
Q2 		$5.79M Sell
34,403
-20,761
-38% -$3.17M 0.85% 33
2019
Q1 		$7.87M Buy
55,164
+9,162
+20% +$1.14M 1.46% 13
2018
Q4 		$4.71M Sell
46,002
-4,210
-8% -$466K 0.97% 34
2018
Q3 		$5.03M Sell
50,212
-4,000
-7% -$377K 0.87% 43
2018
Q2 		$4.54M Buy
54,212
+3,800
+8% +$307K 0.82% 41
2018
Q1 		$3.98M Buy
50,412
+800
+2% +$70.4K 0.76% 44
2017
Q4 		$4.18M Buy
+49,612
New +$4.59M 0.77% 39

Other funds holding EEFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transform Wealth's EEFT Position: Q3 2021 in Review

Transform Wealth sold out of Euronet Worldwide (EEFT) in Q3 2021, closing a stake of 7,390 shares — an estimated $1M sold.

Transform Wealth first reported a position in EEFT in Q4 2017 and held it in 15 quarters. The position peaked at $7.87M in Q1 2019. 322 funds tracked by Wall St. Rank hold EEFT as of Q3 2021.

  • Transform Wealth reported no remaining Euronet Worldwide position as of Q3 2021 after selling out during the quarter.
  • Transform Wealth sold 7,390 Euronet Worldwide shares in Q3 2021, an estimated $1M.
  • Transform Wealth first reported a position in Euronet Worldwide in Q4 2017 and held it in 15 quarters.
  • Transform Wealth's Euronet Worldwide position peaked at $7.87M in Q1 2019.
  • 322 funds tracked by Wall St. Rank held Euronet Worldwide as of Q3 2021.

Based on Transform Wealth's 13F filing for Q3 2021, filed 15 Oct 2021.