TL
WP

TrueWealth LLC’s Worldpay, Inc. WP Stock Holding History

TrueWealth LLC’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
-49
Closed -$6K – 757
2019
Q2 		$6K Hold
49
– – ﹤0.01% 555
2019
Q1 		$6K Hold
49
– – ﹤0.01% 557
2018
Q4 		$4K Hold
49
– – ﹤0.01% 601
2018
Q3 		$5K Hold
49
– – ﹤0.01% 635
2018
Q2 		$4K Hold
49
– – ﹤0.01% 677
2018
Q1 		$4K Hold
49
– – ﹤0.01% 639
2017
Q4 		$4K Buy
+49
New +$3.5K ﹤0.01% 740

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