Bogart Wealth LLC’s WPP WPP Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-4	Closed	-$100	–	1687
2025 Q3	$100	Hold	4	–	–	﹤0.01%	1500
2025 Q2	$140	Hold	4	–	–	﹤0.01%	1419
2025 Q1	$152	Buy	+4	New	+$178	﹤0.01%	1365
2021 Q3	–	Sell	-59	Closed	-$4K	–	789
2021 Q2	$4K	Hold	59	–	–	﹤0.01%	556
2021 Q1	$4K	Hold	59	–	–	﹤0.01%	513
2020 Q4	$3K	Hold	59	–	–	﹤0.01%	395
2020 Q3	$2K	Hold	59	–	–	﹤0.01%	397
2020 Q2	$2K	Hold	59	–	–	﹤0.01%	403
2020 Q1	$2K	Sell	59 -1,000	-94%	-$54.4K	﹤0.01%	377
2019 Q4	$74K	Buy	1,059 +59	+6%	+$3.74K	0.02%	157
2019 Q3	$63K	Buy	+1,000	New	+$59.8K	0.03%	147
2018 Q2	–	Sell	-9	Closed	-$1K	–	377
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	338
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	333
2017 Q3	$1K	Buy	+9	New	+$882	﹤0.01%	322

Other funds holding WPP

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bogart Wealth LLC's WPP Position: Q4 2025 in Review

Bogart Wealth LLC sold out of WPP (WPP) in Q4 2025, closing a stake of 4 shares — an estimated $100 sold.

Bogart Wealth LLC first reported a position in WPP in Q3 2017 and held it in 14 quarters. The position peaked at $74K in Q4 2019. 144 funds tracked by Wall St. Rank hold WPP as of Q4 2025.

Bogart Wealth LLC reported no remaining WPP position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 4 WPP shares in Q4 2025, an estimated $100.
Bogart Wealth LLC first reported a position in WPP in Q3 2017 and held it in 14 quarters.
Bogart Wealth LLC's WPP position peaked at $74K in Q4 2019.
144 funds tracked by Wall St. Rank held WPP as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.