AWM
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Avior Wealth Management’s WPP WPP Stock Holding History

Avior 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
2025
Q1 		– Sell
-234
Closed -$12K – 2348
2024
Q4 		$12K Buy
234
+167
+249% +$8.82K ﹤0.01% 1557
2024
Q3 		$3.43K Hold
67
– – ﹤0.01% 1886
2024
Q2 		$3.07K Hold
67
– – ﹤0.01% 1858
2024
Q1 		$3.17K Buy
+67
New +$3.16K ﹤0.01% 2193
2023
Q4 		– Sell
-40
Closed -$1.78K – 1672
2023
Q3 		$1.78K Hold
40
– – ﹤0.01% 1394
2023
Q2 		$2.09K Hold
40
– – ﹤0.01% 1350
2023
Q1 		$2.38K Hold
40
– – ﹤0.01% 1378
2022
Q4 		$1.97K Hold
40
– – ﹤0.01% 1050
2022
Q3 		$1K Buy
+40
New +$1.88K ﹤0.01% 1116
2022
Q1 		– Sell
-5
Closed – – 1252
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1240
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1193
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1147
2021
Q1 		$0 Buy
+5
New +$294 ﹤0.01% 1150

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's WPP Position: Q1 2025 in Review

Avior Wealth Management sold out of WPP (WPP) in Q1 2025, closing a stake of 234 shares — an estimated $12K sold.

Avior Wealth Management first reported a position in WPP in Q1 2021 and held it in 13 quarters. The position peaked at $12K in Q4 2024. 174 funds tracked by Wall St. Rank hold WPP as of Q1 2025.

  • Avior Wealth Management reported no remaining WPP position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 234 WPP shares in Q1 2025, an estimated $12K.
  • Avior Wealth Management first reported a position in WPP in Q1 2021 and held it in 13 quarters.
  • Avior Wealth Management's WPP position peaked at $12K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held WPP as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.