Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,985
Closed -$228K 856
2024
Q2
$228K Buy
+4,985
New +$248K ﹤0.01% 713
2023
Q4
Sell
-5,518
Closed -$246K 799
2023
Q3
$246K Buy
5,518
+42
+0.8% +$2.1K ﹤0.01% 644
2023
Q2
$286K Hold
5,476
﹤0.01% 606
2023
Q1
$326K Hold
5,476
﹤0.01% 575
2022
Q4
$269K Buy
5,476
+56
+1% +$2.67K ﹤0.01% 620
2022
Q3
$223K Buy
5,420
+330
+6% +$15.5K ﹤0.01% 637
2022
Q2
$258K Sell
5,090
-718
-12% -$42.1K ﹤0.01% 597
2022
Q1
$380K Sell
5,808
-952
-14% -$70.9K ﹤0.01% 504
2021
Q4
$511K Buy
6,760
+1,358
+25% +$96.8K 0.01% 410
2021
Q3
$362K Buy
5,402
+279
+5% +$18.7K ﹤0.01% 513
2021
Q2
$347K Buy
5,123
+155
+3% +$10.6K ﹤0.01% 517
2021
Q1
$317K Sell
4,968
-27
-0.5% -$1.59K ﹤0.01% 530
2020
Q4
$270K Buy
+4,995
New +$236K ﹤0.01% 493
2020
Q1
Sell
-3,187
Closed -$224K 609
2019
Q4
$224K Sell
3,187
-579
-15% -$36.7K ﹤0.01% 485
2019
Q3
$236K Buy
+3,766
New +$225K ﹤0.01% 473
2018
Q1
Sell
-277
Closed -$25K 673
2017
Q4
$25K Sell
277
-4,725
-94% -$419K ﹤0.01% 558
2017
Q3
$464K Buy
+5,002
New +$490K 0.01% 248
2017
Q2
Sell
-3,429
Closed -$375K 388
2017
Q1
$375K Buy
+3,429
New +$385K 0.01% 195

Other funds holding WPP

Greenleaf Trust's WPP Position: Q3 2024 in Review

Greenleaf Trust sold out of WPP (WPP) in Q3 2024, closing a stake of 4,985 shares — an estimated $228K sold.

Greenleaf Trust first reported a position in WPP in Q1 2017 and held it in 18 quarters. The position peaked at $511K in Q4 2021. 187 funds tracked by Wall St. Rank hold WPP as of Q3 2024.

  • Greenleaf Trust reported no remaining WPP position as of Q3 2024 after selling out during the quarter.
  • Greenleaf Trust sold 4,985 WPP shares in Q3 2024, an estimated $228K.
  • Greenleaf Trust first reported a position in WPP in Q1 2017 and held it in 18 quarters.
  • Greenleaf Trust's WPP position peaked at $511K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held WPP as of Q3 2024.

Based on Greenleaf Trust's 13F filing for Q3 2024, filed 22 Oct 2024.