Belpointe Asset Management’s WPP WPP Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-298	Closed	-$17.7K	–	3384
2023 Q1	$17.7K	Sell	298 -311	-51%	-$18.2K	﹤0.01%	2375
2022 Q4	$29.9K	Buy	+609	New	+$29K	﹤0.01%	1911
2020 Q1	–	Sell	-1,767	Closed	-$125K	–	803
2019 Q4	$125K	Sell	1,767 -1,679	-49%	-$106K	0.02%	701
2019 Q3	$216K	Buy	3,446 +946	+38%	+$56.6K	0.03%	457
2019 Q2	$157K	Buy	+2,500	New	+$152K	0.03%	476

Other funds holding WPP

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's WPP Position: Q2 2023 in Review

Belpointe Asset Management sold out of WPP (WPP) in Q2 2023, closing a stake of 298 shares — an estimated $17.7K sold.

Belpointe Asset Management first reported a position in WPP in Q2 2019 and held it in 5 quarters. The position peaked at $216K in Q3 2019. 183 funds tracked by Wall St. Rank hold WPP as of Q2 2023.

Belpointe Asset Management reported no remaining WPP position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 298 WPP shares in Q2 2023, an estimated $17.7K.
Belpointe Asset Management first reported a position in WPP in Q2 2019 and held it in 5 quarters.
Belpointe Asset Management's WPP position peaked at $216K in Q3 2019.
183 funds tracked by Wall St. Rank held WPP as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.