BFS
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Bard Financial Services’s WPP WPP Stock Holding History

Bard Financial Services’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
Q2 		– Sell
-9,695
Closed -$368K – 211
2025
Q1 		$368K Sell
9,695
-24,610
-72% -$1.1M 0.05% 163
2024
Q4 		$1.76M Sell
34,305
-19,450
-36% -$1.03M 0.21% 92
2024
Q3 		$2.75M Sell
53,755
-28,400
-35% -$1.35M 0.32% 71
2024
Q2 		$3.76M Sell
82,155
-12,000
-13% -$597K 0.39% 59
2024
Q1 		$4.46M Sell
94,155
-3,050
-3% -$144K 0.47% 55
2023
Q4 		$4.62M Buy
97,205
+6,945
+8% +$311K 0.52% 51
2023
Q3 		$4.02M Buy
90,260
+3,100
+4% +$155K 0.5% 53
2023
Q2 		$4.56M Buy
87,160
+100
+0.1% +$5.62K 0.35% 71
2023
Q1 		$5.18M Buy
87,060
+5,450
+7% +$319K 0.41% 66
2022
Q4 		$4.01M Buy
81,610
+3,155
+4% +$150K 0.34% 75
2022
Q3 		$3.23M Buy
78,455
+7,975
+11% +$374K 0.3% 82
2022
Q2 		$3.57M Buy
70,480
+4,270
+6% +$251K 0.33% 75
2022
Q1 		$4.33M Sell
66,210
-7,415
-10% -$552K 0.35% 71
2021
Q4 		$5.56M Sell
73,625
-3,200
-4% -$228K 0.45% 58
2021
Q3 		$5.15M Buy
76,825
+1,450
+2% +$97.1K 0.46% 60
2021
Q2 		$5.11M Sell
75,375
-1,480
-2% -$101K 0.45% 59
2021
Q1 		$4.91M Sell
76,855
-3,725
-5% -$219K 0.48% 56
2020
Q4 		$4.36M Buy
+80,580
New +$3.81M 0.44% 60

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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