CAPTRUST Financial Advisors
WPP icon

CAPTRUST Financial Advisors’s WPP WPP Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		– Sell
-6,351
Closed -$301K – 2258
2024
Q1 		$301K Sell
6,351
-2,964
-32% -$140K ﹤0.01% 1769
2023
Q4 		$443K Buy
9,315
+347
+4% +$15.5K ﹤0.01% 1817
2023
Q3 		$400K Buy
+8,968
New +$448K ﹤0.01% 1796
2022
Q3 		– Sell
-955
Closed -$49K – 4075
2022
Q2 		$49K Sell
955
-80
-8% -$4.69K ﹤0.01% 2778
2022
Q1 		$68K Sell
1,035
-1,030
-50% -$76.7K ﹤0.01% 2562
2021
Q4 		$156K Buy
2,065
+943
+84% +$67.2K ﹤0.01% 1812
2021
Q3 		$75K Buy
1,122
+41
+4% +$2.75K ﹤0.01% 2301
2021
Q2 		$74K Buy
1,081
+20
+2% +$1.37K ﹤0.01% 2244
2021
Q1 		$68K Buy
1,061
+684
+181% +$40.2K ﹤0.01% 2228
2020
Q4 		$20K Sell
377
-7
-2% -$331 ﹤0.01% 2256
2020
Q3 		$15K Buy
384
+210
+121% +$8.31K ﹤0.01% 2111
2020
Q2 		$7K Buy
+174
New +$6.47K ﹤0.01% 2313

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors's WPP Position: Q2 2024 in Review

CAPTRUST Financial Advisors sold out of WPP (WPP) in Q2 2024, closing a stake of 6,351 shares — an estimated $301K sold.

CAPTRUST Financial Advisors first reported a position in WPP in Q2 2020 and held it in 12 quarters. The position peaked at $443K in Q4 2023. 185 funds tracked by Wall St. Rank hold WPP as of Q2 2024.

  • CAPTRUST Financial Advisors reported no remaining WPP position as of Q2 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,351 WPP shares in Q2 2024, an estimated $301K.
  • CAPTRUST Financial Advisors first reported a position in WPP in Q2 2020 and held it in 12 quarters.
  • CAPTRUST Financial Advisors's WPP position peaked at $443K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held WPP as of Q2 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.