LWP
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Laurel Wealth Planning’s WPP WPP Stock Holding History

Laurel Wealth Planning’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
-190
Closed -$10K – 256
2022
Q2 		$10K Hold
190
– – 0.01% 166
2022
Q1 		$12K Hold
190
– – 0.01% 188
2021
Q4 		$14K Hold
190
– – 0.01% 133
2021
Q3 		$13K Buy
+190
New +$12.7K 0.01% 130

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

Laurel Wealth Planning's WPP Position: Q3 2022 in Review

Laurel Wealth Planning sold out of WPP (WPP) in Q3 2022, closing a stake of 190 shares — an estimated $10K sold.

Laurel Wealth Planning first reported a position in WPP in Q3 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 152 funds tracked by Wall St. Rank hold WPP as of Q3 2022.

  • Laurel Wealth Planning reported no remaining WPP position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 190 WPP shares in Q3 2022, an estimated $10K.
  • Laurel Wealth Planning first reported a position in WPP in Q3 2021 and held it in 4 quarters.
  • Laurel Wealth Planning's WPP position peaked at $14K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held WPP as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.