Altium Wealth Management’s WPP WPP Stock Holding History

Altium 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
2022 Q2	$498K	Sell	9,844 -258	-3%	-$15.1K	0.04%	239
2022 Q1	$661K	Sell	10,102 -92	-0.9%	-$6.85K	0.04%	218
2021 Q4	$770K	Sell	10,194 -24	-0.2%	-$1.71K	0.05%	187
2021 Q3	$685K	Hold	10,218	–	–	0.05%	181
2021 Q2	$693K	Sell	10,218 -10	-0.1%	-$684	0.05%	173
2021 Q1	$654K	Sell	10,228 -19	-0.2%	-$1.12K	0.05%	172
2020 Q4	$554K	Sell	10,247 -2,775	-21%	-$131K	0.05%	176
2020 Q3	$511K	Buy	13,022 +1,909	+17%	+$75.5K	0.05%	162
2020 Q2	$435K	Buy	11,113 +4,137	+59%	+$154K	0.05%	198
2020 Q1	$236K	Buy	+6,976	New	+$379K	0.03%	266

Other funds holding WPP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altium Wealth Management's WPP Position: Q2 2022 in Review

Altium Wealth Management reduced its WPP (WPP) stake by 2.6% in Q2 2022, selling an estimated $15.1K and leaving 9,844 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #239.

Altium Wealth Management first reported a position in WPP in Q1 2020 and has held it in 10 quarters since. The position peaked at $770K in Q4 2021. 165 funds tracked by Wall St. Rank hold WPP as of Q2 2022.

Altium Wealth Management held 9,844 shares of WPP worth $498K as of Q2 2022.
Altium Wealth Management sold 258 WPP shares in Q2 2022, an estimated $15.1K.
WPP made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #239 holding.
Altium Wealth Management first reported a position in WPP in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's WPP position peaked at $770K in Q4 2021.
165 funds tracked by Wall St. Rank held WPP as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.