AWM
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Aevitas Wealth Management’s WPP WPP Stock Holding History

Aevitas Wealth Management’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-107
Closed -$8K – 459
2018
Q3 		$8K Buy
107
+3
+3% +$234 0.01% 366
2018
Q2 		$8K Hold
104
– – 0.01% 345
2018
Q1 		$8K Hold
104
– – 0.01% 345
2017
Q4 		$9K Buy
+104
New +$9.22K 0.01% 333

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's WPP Position: Q4 2018 in Review

Aevitas Wealth Management sold out of WPP (WPP) in Q4 2018, closing a stake of 107 shares — an estimated $8K sold.

Aevitas Wealth Management first reported a position in WPP in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q4 2017. 200 funds tracked by Wall St. Rank hold WPP as of Q4 2018.

  • Aevitas Wealth Management reported no remaining WPP position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 107 WPP shares in Q4 2018, an estimated $8K.
  • Aevitas Wealth Management first reported a position in WPP in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's WPP position peaked at $9K in Q4 2017.
  • 200 funds tracked by Wall St. Rank held WPP as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.