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Arkadios Wealth Advisors’s WPP WPP Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-108
Closed -$7K – 2078
2021
Q2 		$7K Hold
108
– – ﹤0.01% 1644
2021
Q1 		$6K Hold
108
– – ﹤0.01% 1333
2020
Q4 		$5K Buy
+108
New +$5.11K ﹤0.01% 1134

Other funds holding WPP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's WPP Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of WPP (WPP) in Q3 2021, closing a stake of 108 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in WPP in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 176 funds tracked by Wall St. Rank hold WPP as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining WPP position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 108 WPP shares in Q3 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in WPP in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's WPP position peaked at $7K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held WPP as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.