Valeo Financial Advisors’s Worldpay, Inc. WP Stock Holding History

Valeo Financial Advisors’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	-143	Closed	-$18K	–	1737
2019 Q2	$18K	Hold	143	–	–	﹤0.01%	886
2019 Q1	$16K	Sell	143 -72	-33%	-$6.53K	﹤0.01%	852
2018 Q4	$16K	Sell	215 -27	-11%	-$2.35K	﹤0.01%	780
2018 Q3	$21K	Buy	242 +12	+5%	+$1.1K	﹤0.01%	774
2018 Q2	$21K	Hold	230	–	–	﹤0.01%	757
2018 Q1	$19K	Buy	230 +11	+5%	+$873	﹤0.01%	736
2017 Q4	$16K	Sell	219 -39	-15%	-$2.79K	﹤0.01%	728
2017 Q3	$18K	Buy	+258	New	+$17.6K	﹤0.01%	582

Other funds holding WP

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

Valeo Financial Advisors's WP Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 143 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in WP in Q3 2017 and held it in 8 quarters. The position peaked at $21K in Q3 2018. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Valeo Financial Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Valeo Financial Advisors sold 143 Worldpay, Inc. shares in Q3 2019, an estimated $18K.
Valeo Financial Advisors first reported a position in Worldpay, Inc. in Q3 2017 and held it in 8 quarters.
Valeo Financial Advisors's Worldpay, Inc. position peaked at $21K in Q3 2018.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.