KWA
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KCS Wealth Advisory’s WPP WPP Stock Holding History

KCS Wealth Advisory’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
2022
Q3 		– Sell
-6,658
Closed -$337K – 161
2022
Q2 		$337K Sell
6,658
-69
-1% -$4.05K 0.15% 119
2022
Q1 		$440K Sell
6,727
-217
-3% -$16.2K 0.2% 107
2021
Q4 		$525K Buy
6,944
+60
+0.9% +$4.28K 0.21% 106
2021
Q3 		$462K Sell
6,884
-146
-2% -$9.78K 0.22% 98
2021
Q2 		$477K Sell
7,030
-484
-6% -$33.1K 0.22% 101
2021
Q1 		$480K Sell
7,514
-140
-2% -$8.23K 0.25% 105
2020
Q4 		$414K Sell
7,654
-95
-1% -$4.5K 0.27% 106
2020
Q3 		$304K Buy
7,749
+1,210
+19% +$47.9K 0.24% 112
2020
Q2 		$256K Sell
6,539
-6,276
-49% -$233K 0.21% 124
2020
Q1 		$433K Sell
12,815
-458
-3% -$24.9K 0.44% 95
2019
Q4 		$933K Buy
13,273
+4,692
+55% +$297K 0.7% 67
2019
Q3 		$537K Sell
8,581
-46
-0.5% -$2.75K 0.37% 101
2019
Q2 		$543K Sell
8,627
-60
-0.7% -$3.64K 0.43% 95
2019
Q1 		$459K Buy
8,687
+1,566
+22% +$87.3K 0.4% 101
2018
Q4 		$390K Sell
7,121
-2,697
-27% -$161K 0.41% 103
2018
Q3 		$719K Buy
9,818
+1,124
+13% +$87.8K 0.67% 62
2018
Q2 		$683K Buy
8,694
+844
+11% +$70K 0.64% 67
2018
Q1 		$624K Buy
7,850
+785
+11% +$69.8K 0.57% 72
2017
Q4 		$640K Buy
+7,065
New +$626K 0.62% 60

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's WPP Position: Q3 2022 in Review

KCS Wealth Advisory sold out of WPP (WPP) in Q3 2022, closing a stake of 6,658 shares — an estimated $337K sold.

KCS Wealth Advisory first reported a position in WPP in Q4 2017 and held it in 19 quarters. The position peaked at $933K in Q4 2019. 152 funds tracked by Wall St. Rank hold WPP as of Q3 2022.

  • KCS Wealth Advisory reported no remaining WPP position as of Q3 2022 after selling out during the quarter.
  • KCS Wealth Advisory sold 6,658 WPP shares in Q3 2022, an estimated $337K.
  • KCS Wealth Advisory first reported a position in WPP in Q4 2017 and held it in 19 quarters.
  • KCS Wealth Advisory's WPP position peaked at $933K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held WPP as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.