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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 $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return