Harvest Group Wealth Management’s WPP WPP Stock Holding History

Harvest Group Wealth Management’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 Q1	$8.21K	Buy	138 +43	+45%	+$2.52K	0.01%	85
2022 Q4	$4.67K	Hold	95	–	–	﹤0.01%	89
2022 Q3	$4K	Buy	95 +9	+10%	+$422	﹤0.01%	95
2022 Q2	$5K	Buy	86 +56	+187%	+$3.29K	﹤0.01%	102
2022 Q1	$2K	Sell	30 -9	-23%	-$670	﹤0.01%	99
2021 Q4	$3K	Buy	+39	New	+$2.78K	﹤0.01%	66

Other funds holding WPP

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvest Group Wealth Management's WPP Position: Q1 2023 in Review

Harvest Group Wealth Management increased its WPP (WPP) stake by 45% in Q1 2023, buying an estimated $2.52K and bringing the position to 138 shares worth $8.21K. The position accounts for 0.01% of the portfolio, ranked #85.

Harvest Group Wealth Management first reported a position in WPP in Q4 2021 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold WPP as of Q1 2023.

Harvest Group Wealth Management held 138 shares of WPP worth $8.21K as of Q1 2023.
Harvest Group Wealth Management bought 43 WPP shares in Q1 2023, an estimated $2.52K.
WPP made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #85 holding.
Harvest Group Wealth Management first reported a position in WPP in Q4 2021 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held WPP as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.