Bourgeon Capital Management’s WPP WPP Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-13	Closed	-$619	–	388
2023 Q4	$619	Buy	13 +7	+117%	+$313	﹤0.01%	352
2023 Q3	$268	Buy	+6	New	+$300	﹤0.01%	365

Other funds holding WPP

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bourgeon Capital Management's WPP Position: Q1 2024 in Review

Bourgeon Capital Management sold out of WPP (WPP) in Q1 2024, closing a stake of 13 shares — an estimated $619 sold.

Bourgeon Capital Management first reported a position in WPP in Q3 2023 and held it in 2 quarters. The position peaked at $619 in Q4 2023. 181 funds tracked by Wall St. Rank hold WPP as of Q1 2024.

Bourgeon Capital Management reported no remaining WPP position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 13 WPP shares in Q1 2024, an estimated $619.
Bourgeon Capital Management first reported a position in WPP in Q3 2023 and held it in 2 quarters.
Bourgeon Capital Management's WPP position peaked at $619 in Q4 2023.
181 funds tracked by Wall St. Rank held WPP as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.