Jacobi Capital Management’s WPP WPP Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-2,500	Closed	-$168K	–	1341
2021 Q3	$168K	Hold	2,500	–	–	0.02%	426
2021 Q2	$169K	Hold	2,500	–	–	0.02%	404
2021 Q1	$160K	Hold	2,500	–	–	0.02%	381
2020 Q4	$135K	Hold	2,500	–	–	0.02%	366
2020 Q3	$98K	Hold	2,500	–	–	0.02%	389
2020 Q2	$98K	Hold	2,500	–	–	0.02%	367
2020 Q1	$84K	Hold	2,500	–	–	0.02%	349
2019 Q4	$176K	Hold	2,500	–	–	0.03%	302
2019 Q3	$156K	Hold	2,500	–	–	0.03%	301
2019 Q2	$157K	Hold	2,500	–	–	0.03%	297
2019 Q1	$132K	Hold	2,500	–	–	0.03%	276
2018 Q4	$137K	Hold	2,500	–	–	0.04%	265
2018 Q3	$183K	Hold	2,500	–	–	0.05%	236
2018 Q2	$196K	Hold	2,500	–	–	0.06%	211
2018 Q1	$196K	Hold	2,500	–	–	0.06%	184
2017 Q4	$227K	Hold	2,500	–	–	0.07%	151
2017 Q3	$230K	Buy	2,500 +100	+4%	+$9.8K	0.08%	132
2017 Q2	$242K	Hold	2,400	–	–	0.09%	109
2017 Q1	$259K	Hold	2,400	–	–	0.13%	79
2016 Q4	$275K	Hold	2,400	–	–	0.17%	64
2016 Q3	$282K	Buy	2,400 +6	+0.3%	+$684	0.13%	69
2016 Q2	$252K	Buy	+2,394	New	+$274K	0.13%	72

Other funds holding WPP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobi Capital Management's WPP Position: Q4 2021 in Review

Jacobi Capital Management sold out of WPP (WPP) in Q4 2021, closing a stake of 2,500 shares — an estimated $168K sold.

Jacobi Capital Management first reported a position in WPP in Q2 2016 and held it in 22 quarters. The position peaked at $282K in Q3 2016. 185 funds tracked by Wall St. Rank hold WPP as of Q4 2021.

Jacobi Capital Management reported no remaining WPP position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 2,500 WPP shares in Q4 2021, an estimated $168K.
Jacobi Capital Management first reported a position in WPP in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's WPP position peaked at $282K in Q3 2016.
185 funds tracked by Wall St. Rank held WPP as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.