Concord Wealth Partners’s WPP WPP Stock Holding History

Concord 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 Q4	–	Sell	-72	Closed	-$3.21K	–	1029
2023 Q3	$3.21K	Hold	72	–	–	﹤0.01%	791
2023 Q2	$3.76K	Buy	72 +30	+71%	+$1.69K	﹤0.01%	763
2023 Q1	$2.5K	Sell	42 -30	-42%	-$1.76K	﹤0.01%	779
2022 Q4	$3.54K	Buy	+72	New	+$3.43K	﹤0.01%	833
2022 Q3	–	Sell	-175	Closed	-$9K	–	1167
2022 Q2	$9K	Sell	175 -13	-7%	-$763	﹤0.01%	716
2022 Q1	$12K	Hold	188	–	–	﹤0.01%	745
2021 Q4	$14K	Hold	188	–	–	﹤0.01%	723
2021 Q3	$13K	Hold	188	–	–	0.01%	443
2021 Q2	$13K	Hold	188	–	–	﹤0.01%	583
2021 Q1	$12K	Hold	188	–	–	﹤0.01%	565
2020 Q4	$10K	Buy	+188	New	+$8.9K	0.01%	364

Other funds holding WPP

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Concord Wealth Partners's WPP Position: Q4 2023 in Review

Concord Wealth Partners sold out of WPP (WPP) in Q4 2023, closing a stake of 72 shares — an estimated $3.21K sold.

Concord Wealth Partners first reported a position in WPP in Q4 2020 and held it in 11 quarters. The position peaked at $14K in Q4 2021. 188 funds tracked by Wall St. Rank hold WPP as of Q4 2023.

Concord Wealth Partners reported no remaining WPP position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 72 WPP shares in Q4 2023, an estimated $3.21K.
Concord Wealth Partners first reported a position in WPP in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's WPP position peaked at $14K in Q4 2021.
188 funds tracked by Wall St. Rank held WPP as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.