WAM
WP

Wealthspire Advisors (Maryland)’s Worldpay, Inc. WP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-159
Closed -$18K – 2460
2019
Q1 		$18K Sell
159
-43
-21% -$3.9K ﹤0.01% 1328
2018
Q4 		$15K Sell
202
-44
-18% -$3.83K ﹤0.01% 1336
2018
Q3 		$25K Buy
246
+61
+33% +$5.57K ﹤0.01% 1226
2018
Q2 		$15K Sell
185
-10
-5% -$817 ﹤0.01% 1429
2018
Q1 		$16K Buy
+195
New +$15.5K ﹤0.01% 1386
2017
Q4 		– Sell
-131
Closed -$9K – 2622
2017
Q3 		$9K Sell
131
-103
-44% -$7.02K ﹤0.01% 1631
2017
Q2 		$15K Buy
234
+105
+81% +$6.59K ﹤0.01% 1378
2017
Q1 		$8K Buy
129
+20
+18% +$1.27K ﹤0.01% 1426
2016
Q4 		$6K Sell
109
-475
-81% -$27.5K ﹤0.01% 1363
2016
Q3 		$33K Sell
584
-129
-18% -$7.16K 0.01% 902
2016
Q2 		$40K Sell
713
-633
-47% -$34.2K 0.01% 799
2016
Q1 		$73K Hold
1,346
– – 0.01% 606
2015
Q4 		$64K Buy
+1,346
New +$66.4K 0.01% 649

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Worldpay, Inc. (WP) in Q2 2019, closing a stake of 159 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in WP in Q4 2015 and held it in 13 quarters. The position peaked at $73K in Q1 2016. 577 funds tracked by Wall St. Rank hold WP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Worldpay, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 159 Worldpay, Inc. shares in Q2 2019, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in Worldpay, Inc. in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Worldpay, Inc. position peaked at $73K in Q1 2016.
  • 577 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.