BRIA
WPP icon

Balanced Rock Investment Advisors’s WPP WPP Stock Holding History

Balanced Rock Investment 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
2025
Q1 		– Sell
-5,110
Closed -$263K – 92
2024
Q4 		$263K Sell
5,110
-6,688
-57% -$353K 0.21% 77
2024
Q3 		$604K Sell
11,798
-204
-2% -$9.71K 0.47% 41
2024
Q2 		$549K Sell
12,002
-174
-1% -$8.65K 0.46% 43
2024
Q1 		$577K Buy
12,176
+583
+5% +$27.5K 0.49% 40
2023
Q4 		$551K Buy
+11,593
New +$519K 0.49% 50

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

Balanced Rock Investment Advisors's WPP Position: Q1 2025 in Review

Balanced Rock Investment Advisors sold out of WPP (WPP) in Q1 2025, closing a stake of 5,110 shares — an estimated $263K sold.

Balanced Rock Investment Advisors first reported a position in WPP in Q4 2023 and held it in 5 quarters. The position peaked at $604K in Q3 2024. 174 funds tracked by Wall St. Rank hold WPP as of Q1 2025.

  • Balanced Rock Investment Advisors reported no remaining WPP position as of Q1 2025 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 5,110 WPP shares in Q1 2025, an estimated $263K.
  • Balanced Rock Investment Advisors first reported a position in WPP in Q4 2023 and held it in 5 quarters.
  • Balanced Rock Investment Advisors's WPP position peaked at $604K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held WPP as of Q1 2025.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.