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Brandywine Oak Private Wealth’s WPP WPP Stock Holding History

Brandywine Oak Private Wealth’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
2020
Q1 		– Sell
-3,987
Closed -$280K – 263
2019
Q4 		$280K Buy
3,987
+226
+6% +$14.3K 0.05% 189
2019
Q3 		$235K Buy
+3,761
New +$225K 0.04% 203

Other funds holding WPP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Brandywine Oak Private Wealth's WPP Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of WPP (WPP) in Q1 2020, closing a stake of 3,987 shares — an estimated $280K sold.

Brandywine Oak Private Wealth first reported a position in WPP in Q3 2019 and held it in 2 quarters. The position peaked at $280K in Q4 2019. 148 funds tracked by Wall St. Rank hold WPP as of Q1 2020.

  • Brandywine Oak Private Wealth reported no remaining WPP position as of Q1 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,987 WPP shares in Q1 2020, an estimated $280K.
  • Brandywine Oak Private Wealth first reported a position in WPP in Q3 2019 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's WPP position peaked at $280K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held WPP as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.