BP
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Ballentine Partners’s WPP WPP Stock Holding History

Ballentine Partners’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
-5,576
Closed -$287K – 1006
2024
Q4 		$287K Buy
5,576
+195
+4% +$10.3K ﹤0.01% 614
2024
Q3 		$275K Sell
5,381
-260
-5% -$12.4K ﹤0.01% 621
2024
Q2 		$258K Sell
5,641
-467
-8% -$23.2K ﹤0.01% 609
2024
Q1 		$290K Buy
6,108
+1,482
+32% +$69.8K 0.01% 542
2023
Q4 		$220K Sell
4,626
-401
-8% -$18K ﹤0.01% 593
2023
Q3 		$224K Buy
5,027
+334
+7% +$16.7K 0.01% 528
2023
Q2 		$245K Buy
4,693
+653
+16% +$36.7K 0.01% 493
2023
Q1 		$240K Buy
+4,040
New +$237K 0.01% 471
2022
Q3 		– Sell
-5,412
Closed -$274K – 496
2022
Q2 		$274K Sell
5,412
-2,104
-28% -$123K 0.01% 341
2022
Q1 		$492K Buy
7,516
+669
+10% +$49.8K 0.02% 261
2021
Q4 		$517K Buy
6,847
+125
+2% +$8.91K 0.02% 255
2021
Q3 		$451K Buy
6,722
+1,446
+27% +$96.9K 0.02% 261
2021
Q2 		$358K Buy
5,276
+355
+7% +$24.3K 0.01% 289
2021
Q1 		$315K Sell
4,921
-41
-0.8% -$2.41K 0.01% 295
2020
Q4 		$269K Buy
+4,962
New +$235K 0.01% 310

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

Ballentine Partners's WPP Position: Q1 2025 in Review

Ballentine Partners sold out of WPP (WPP) in Q1 2025, closing a stake of 5,576 shares — an estimated $287K sold.

Ballentine Partners first reported a position in WPP in Q4 2020 and held it in 15 quarters. The position peaked at $517K in Q4 2021. 174 funds tracked by Wall St. Rank hold WPP as of Q1 2025.

  • Ballentine Partners reported no remaining WPP position as of Q1 2025 after selling out during the quarter.
  • Ballentine Partners sold 5,576 WPP shares in Q1 2025, an estimated $287K.
  • Ballentine Partners first reported a position in WPP in Q4 2020 and held it in 15 quarters.
  • Ballentine Partners's WPP position peaked at $517K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WPP as of Q1 2025.

Based on Ballentine Partners's 13F filing for Q1 2025, filed 1 May 2025.