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BSW Wealth Partners’s WPP WPP Stock Holding History

BSW Wealth Partners’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
-4,346
Closed -$259K – 321
2023
Q1 		$259K Sell
4,346
-127
-3% -$7.43K 0.05% 243
2022
Q4 		$220K Buy
+4,473
New +$213K 0.05% 261
2022
Q3 		– Sell
-5,276
Closed -$267K – 301
2022
Q2 		$267K Sell
5,276
-53
-1% -$3.11K 0.06% 210
2022
Q1 		$349K Buy
5,329
+297
+6% +$22.1K 0.09% 176
2021
Q4 		$380K Buy
5,032
+954
+23% +$68K 0.1% 159
2021
Q3 		$273K Buy
+4,078
New +$273K 0.08% 200

Other funds holding WPP

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BSW Wealth Partners's WPP Position: Q2 2023 in Review

BSW Wealth Partners sold out of WPP (WPP) in Q2 2023, closing a stake of 4,346 shares — an estimated $259K sold.

BSW Wealth Partners first reported a position in WPP in Q3 2021 and held it in 6 quarters. The position peaked at $380K in Q4 2021. 183 funds tracked by Wall St. Rank hold WPP as of Q2 2023.

  • BSW Wealth Partners reported no remaining WPP position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 4,346 WPP shares in Q2 2023, an estimated $259K.
  • BSW Wealth Partners first reported a position in WPP in Q3 2021 and held it in 6 quarters.
  • BSW Wealth Partners's WPP position peaked at $380K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held WPP as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.