Avalon Investment & Advisory’s WPP WPP Stock Holding History

Avalon Investment & Advisory’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
2020 Q2	–	Sell	-17,715	Closed	-$598K	–	348
2020 Q1	$598K	Sell	17,715 -1,593	-8%	-$86.6K	0.02%	247
2019 Q4	$1.36M	Sell	19,308 -1,646	-8%	-$104K	0.03%	223
2019 Q3	$1.31M	Buy	+20,954	New	+$1.25M	0.03%	227
2017 Q3	–	Sell	-6,888	Closed	-$726K	–	398
2017 Q2	$726K	Sell	6,888 -6,811	-50%	-$740K	0.02%	287
2017 Q1	$1.5M	Sell	13,699 -61	-0.4%	-$6.85K	0.05%	208
2016 Q4	$1.52M	Sell	13,760 -1,011	-7%	-$109K	0.05%	192
2016 Q3	$1.74M	Sell	14,771 -920	-6%	-$105K	0.07%	161
2016 Q2	$1.64M	Buy	15,691 +10,090	+180%	+$1.15M	0.06%	146
2016 Q1	$652K	Buy	+5,601	New	+$604K	0.03%	190

Other funds holding WPP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Avalon Investment & Advisory's WPP Position: Q2 2020 in Review

Avalon Investment & Advisory sold out of WPP (WPP) in Q2 2020, closing a stake of 17,715 shares — an estimated $598K sold.

Avalon Investment & Advisory first reported a position in WPP in Q1 2016 and held it in 9 quarters. The position peaked at $1.74M in Q3 2016. 144 funds tracked by Wall St. Rank hold WPP as of Q2 2020.

Avalon Investment & Advisory reported no remaining WPP position as of Q2 2020 after selling out during the quarter.
Avalon Investment & Advisory sold 17,715 WPP shares in Q2 2020, an estimated $598K.
Avalon Investment & Advisory first reported a position in WPP in Q1 2016 and held it in 9 quarters.
Avalon Investment & Advisory's WPP position peaked at $1.74M in Q3 2016.
144 funds tracked by Wall St. Rank held WPP as of Q2 2020.

Based on Avalon Investment & Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.