Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-41
Closed -$1.56K 1974
2025
Q1
$1.56K Sell
41
-26
-39% -$1.16K ﹤0.01% 1547
2024
Q4
$3.44K Buy
67
+10
+18% +$528 ﹤0.01% 1267
2024
Q3
$2.92K Buy
57
+7
+14% +$333 ﹤0.01% 1333
2024
Q2
$2.29K Hold
50
﹤0.01% 1386
2024
Q1
$2.37K Sell
50
-4
-7% -$189 ﹤0.01% 1382
2023
Q4
$2.57K Buy
54
+2
+4% +$90 ﹤0.01% 1325
2023
Q3
$2.32K Sell
52
-16
-24% -$799 ﹤0.01% 1305
2023
Q2
$3.56K Sell
68
-52
-43% -$2.92K ﹤0.01% 1163
2023
Q1
$7.14K Buy
120
+10
+9% +$585 ﹤0.01% 847
2022
Q4
$5.41K Sell
110
-59
-35% -$2.81K ﹤0.01% 963
2022
Q3
$7K Buy
169
+134
+383% +$6.29K ﹤0.01% 881
2022
Q2
$2K Sell
35
-185
-84% -$10.9K ﹤0.01% 1415
2022
Q1
$14K Sell
220
-435
-66% -$32.4K ﹤0.01% 703
2021
Q4
$49K Sell
655
-37
-5% -$2.64K ﹤0.01% 429
2021
Q3
$46K Buy
692
+231
+50% +$15.5K ﹤0.01% 429
2021
Q2
$31K Sell
461
-7
-1% -$479 ﹤0.01% 325
2021
Q1
$30K Hold
468
0.01% 301
2020
Q4
$25K Hold
468
0.01% 310
2020
Q3
$18K Hold
468
﹤0.01% 325
2020
Q2
$18K Hold
468
﹤0.01% 319
2020
Q1
$16K Buy
468
+9
+2% +$489 ﹤0.01% 289
2019
Q4
$32K Hold
459
0.01% 269
2019
Q3
$29K Sell
459
-6
-1% -$359 0.01% 274
2019
Q2
$29K Hold
465
0.01% 277
2019
Q1
$25K Hold
465
0.01% 277
2018
Q4
$25K Buy
465
+84
+22% +$5.01K 0.01% 273
2018
Q3
$28K Buy
381
+30
+9% +$2.34K 0.01% 288
2018
Q2
$28K Buy
351
+70
+25% +$5.8K 0.01% 284
2018
Q1
$22K Buy
281
+40
+17% +$3.56K 0.01% 308
2017
Q4
$22K Buy
241
+44
+22% +$3.9K 0.01% 325
2017
Q3
$18K Buy
+197
New +$19.3K ﹤0.01% 333

Other funds holding WPP

JFS Wealth Advisors's WPP Position: Q2 2025 in Review

JFS Wealth Advisors sold out of WPP (WPP) in Q2 2025, closing a stake of 41 shares — an estimated $1.56K sold.

JFS Wealth Advisors first reported a position in WPP in Q3 2017 and held it in 31 quarters. The position peaked at $49K in Q4 2021. 170 funds tracked by Wall St. Rank hold WPP as of Q2 2025.

  • JFS Wealth Advisors reported no remaining WPP position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 41 WPP shares in Q2 2025, an estimated $1.56K.
  • JFS Wealth Advisors first reported a position in WPP in Q3 2017 and held it in 31 quarters.
  • JFS Wealth Advisors's WPP position peaked at $49K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held WPP as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.