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HHM Wealth Advisors’s WPP WPP Stock Holding History

HHM 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
Q2 		– Sell
-26
Closed -$1.55K – 861
2023
Q1 		$1.55K Hold
26
– – ﹤0.01% 742
2022
Q4 		$1.28K Buy
+26
New +$1.24K ﹤0.01% 639
2020
Q2 		– Sell
-45
Closed -$2K – 531
2020
Q1 		$2K Buy
+45
New +$2.45K ﹤0.01% 437

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

HHM Wealth Advisors's WPP Position: Q2 2023 in Review

HHM Wealth Advisors sold out of WPP (WPP) in Q2 2023, closing a stake of 26 shares — an estimated $1.55K sold.

HHM Wealth Advisors first reported a position in WPP in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 183 funds tracked by Wall St. Rank hold WPP as of Q2 2023.

  • HHM Wealth Advisors reported no remaining WPP position as of Q2 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 26 WPP shares in Q2 2023, an estimated $1.55K.
  • HHM Wealth Advisors first reported a position in WPP in Q1 2020 and held it in 3 quarters.
  • HHM Wealth Advisors's WPP position peaked at $2K in Q1 2020.
  • 183 funds tracked by Wall St. Rank held WPP as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.