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Foundations Investment Advisors’s WPP WPP Stock Holding History

Foundations Investment 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
Q2 		– Sell
-3,645
Closed -$217K – 619
2023
Q1 		$217K Buy
+3,645
New +$213K 0.01% 462

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

Foundations Investment Advisors's WPP Position: Q2 2023 in Review

Foundations Investment Advisors sold out of WPP (WPP) in Q2 2023, closing a stake of 3,645 shares — an estimated $217K sold.

Foundations Investment Advisors first reported a position in WPP in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 183 funds tracked by Wall St. Rank hold WPP as of Q2 2023.

  • Foundations Investment Advisors reported no remaining WPP position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,645 WPP shares in Q2 2023, an estimated $217K.
  • Foundations Investment Advisors first reported a position in WPP in Q1 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's WPP position peaked at $217K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held WPP as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.