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Legacy Financial Advisors’s WPP WPP Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-132
Closed -$7K – 911
2019
Q1 		$7K Sell
132
-18
-12% -$1K ﹤0.01% 711
2018
Q4 		$8K Buy
150
+21
+16% +$1.25K ﹤0.01% 637
2018
Q3 		$9K Hold
129
– – ﹤0.01% 560
2018
Q2 		$11K Hold
129
– – ﹤0.01% 505
2018
Q1 		$10K Buy
129
+6
+5% +$533 ﹤0.01% 484
2017
Q4 		$11K Buy
+123
New +$10.9K ﹤0.01% 456

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's WPP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WPP (WPP) in Q2 2019, closing a stake of 132 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in WPP in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q2 2018. 193 funds tracked by Wall St. Rank hold WPP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WPP position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 132 WPP shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in WPP in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's WPP position peaked at $11K in Q2 2018.
  • 193 funds tracked by Wall St. Rank held WPP as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.