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Glassman Wealth Services’s WPP WPP Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-158
Closed -$7.52K – 1836
2023
Q4 		$7.52K Sell
158
-40
-20% -$1.79K ﹤0.01% 953
2023
Q3 		$8.83K Buy
198
+29
+17% +$1.45K ﹤0.01% 890
2023
Q2 		$8.84K Hold
169
– – ﹤0.01% 845
2023
Q1 		$10.1K Sell
169
-3
-2% -$176 ﹤0.01% 820
2022
Q4 		$8.46K Buy
172
+2
+1% +$95 ﹤0.01% 879
2022
Q3 		$7K Buy
170
+41
+32% +$1.92K ﹤0.01% 917
2022
Q2 		$7K Sell
129
-39
-23% -$2.29K ﹤0.01% 928
2022
Q1 		$11K Sell
168
-13
-7% -$968 ﹤0.01% 812
2021
Q4 		$14K Buy
181
+46
+34% +$3.28K ﹤0.01% 713
2021
Q3 		$9K Buy
135
+14
+12% +$938 ﹤0.01% 805
2021
Q2 		$8K Hold
121
– – ﹤0.01% 814
2021
Q1 		$8K Buy
121
+3
+3% +$176 ﹤0.01% 778
2020
Q4 		$6K Buy
118
+39
+49% +$1.85K ﹤0.01% 843
2020
Q3 		$3K Buy
79
+33
+72% +$1.3K ﹤0.01% 935
2020
Q2 		$2K Buy
+46
New +$1.71K ﹤0.01% 916
2020
Q1 		– Sell
-4
Closed – – 1615
2019
Q4 		$0 Buy
+4
New +$254 ﹤0.01% 1514
2017
Q3 		– Sell
-20
Closed -$2K – 630
2017
Q2 		$2K Hold
20
– – ﹤0.01% 433
2017
Q1 		$2K Hold
20
– – ﹤0.01% 463
2016
Q4 		$2K Hold
20
– – ﹤0.01% 525
2016
Q3 		$2K Hold
20
– – ﹤0.01% 411
2016
Q2 		$2K Hold
20
– – ﹤0.01% 414
2016
Q1 		$2K Hold
20
– – ﹤0.01% 410
2015
Q4 		$2K Hold
20
– – ﹤0.01% 403
2015
Q3 		$2K Hold
20
– – ﹤0.01% 397
2015
Q2 		$2K Buy
+20
New +$2.35K ﹤0.01% 407
2015
Q1 		– Sell
-20
Closed -$2K – 465
2014
Q4 		$2K Buy
+20
New +$1.99K ﹤0.01% 455

Other funds holding WPP

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

Glassman Wealth Services's WPP Position: Q1 2024 in Review

Glassman Wealth Services sold out of WPP (WPP) in Q1 2024, closing a stake of 158 shares — an estimated $7.52K sold.

Glassman Wealth Services first reported a position in WPP in Q4 2014 and held it in 26 quarters. The position peaked at $14K in Q4 2021. 181 funds tracked by Wall St. Rank hold WPP as of Q1 2024.

  • Glassman Wealth Services reported no remaining WPP position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 158 WPP shares in Q1 2024, an estimated $7.52K.
  • Glassman Wealth Services first reported a position in WPP in Q4 2014 and held it in 26 quarters.
  • Glassman Wealth Services's WPP position peaked at $14K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held WPP as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.