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Exencial Wealth Advisors’s WPP WPP Stock Holding History

Exencial Wealth 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
2023
Q4 		– Sell
-14,259
Closed -$636K – 491
2023
Q3 		$636K Buy
14,259
+563
+4% +$28.1K 0.03% 268
2023
Q2 		$716K Buy
13,696
+1,822
+15% +$102K 0.03% 259
2023
Q1 		$707K Buy
+11,874
New +$695K 0.04% 250

Other funds holding WPP

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Exencial Wealth Advisors's WPP Position: Q4 2023 in Review

Exencial Wealth Advisors sold out of WPP (WPP) in Q4 2023, closing a stake of 14,259 shares — an estimated $636K sold.

Exencial Wealth Advisors first reported a position in WPP in Q1 2023 and held it in 3 quarters. The position peaked at $716K in Q2 2023. 188 funds tracked by Wall St. Rank hold WPP as of Q4 2023.

  • Exencial Wealth Advisors reported no remaining WPP position as of Q4 2023 after selling out during the quarter.
  • Exencial Wealth Advisors sold 14,259 WPP shares in Q4 2023, an estimated $636K.
  • Exencial Wealth Advisors first reported a position in WPP in Q1 2023 and held it in 3 quarters.
  • Exencial Wealth Advisors's WPP position peaked at $716K in Q2 2023.
  • 188 funds tracked by Wall St. Rank held WPP as of Q4 2023.

Based on Exencial Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.