Center for Financial Planning’s WPP WPP Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-4,176	Closed	-$214K	–	696
2024 Q3	$214K	Sell	4,176 -2,490	-37%	-$118K	0.03%	149
2024 Q2	$305K	Hold	6,666	–	–	0.04%	118
2024 Q1	$316K	Hold	6,666	–	–	0.05%	117
2023 Q4	$317K	Buy	6,666 +513	+8%	+$23K	0.06%	111
2023 Q3	$274K	Hold	6,153	–	–	0.06%	110
2023 Q2	$322K	Hold	6,153	–	–	0.07%	101
2023 Q1	$366K	Buy	6,153 +691	+13%	+$40.5K	0.08%	95
2022 Q4	$269K	Buy	5,462 +866	+19%	+$41.2K	0.07%	115
2022 Q3	$189K	Hold	4,596	–	–	0.05%	126
2022 Q2	$233K	Hold	4,596	–	–	0.06%	115
2022 Q1	$301K	Buy	+4,596	New	+$342K	0.06%	109

Other funds holding WPP

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MIP

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

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

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

BIP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Financial Planning's WPP Position: Q4 2024 in Review

Center for Financial Planning sold out of WPP (WPP) in Q4 2024, closing a stake of 4,176 shares — an estimated $214K sold.

Center for Financial Planning first reported a position in WPP in Q1 2022 and held it in 11 quarters. The position peaked at $366K in Q1 2023. 192 funds tracked by Wall St. Rank hold WPP as of Q4 2024.

Center for Financial Planning reported no remaining WPP position as of Q4 2024 after selling out during the quarter.
Center for Financial Planning sold 4,176 WPP shares in Q4 2024, an estimated $214K.
Center for Financial Planning first reported a position in WPP in Q1 2022 and held it in 11 quarters.
Center for Financial Planning's WPP position peaked at $366K in Q1 2023.
192 funds tracked by Wall St. Rank held WPP as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.