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Bartlett & Co Wealth Management’s WPP WPP Stock Holding History

Bartlett & Co 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
2021
Q3 		– Sell
-20
Closed -$1.38K – 1085
2021
Q2 		$1.38K Hold
20
– – ﹤0.01% 907
2021
Q1 		$1.28K Hold
20
– – ﹤0.01% 944
2020
Q4 		$1.08K Buy
+20
New +$947 ﹤0.01% 1032

Other funds holding WPP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's WPP Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of WPP (WPP) in Q3 2021, closing a stake of 20 shares — an estimated $1.38K sold.

Bartlett & Co Wealth Management first reported a position in WPP in Q4 2020 and held it in 3 quarters. The position peaked at $1.38K in Q2 2021. 176 funds tracked by Wall St. Rank hold WPP as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining WPP position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 20 WPP shares in Q3 2021, an estimated $1.38K.
  • Bartlett & Co Wealth Management first reported a position in WPP in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's WPP position peaked at $1.38K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held WPP as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.