Lenox Wealth Management’s WPP WPP Stock Holding History

Lenox Wealth 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
2020 Q2	$2K	Sell	54 -2	-4%	-$74	﹤0.01%	657
2020 Q1	$1K	Sell	56 -335	-86%	-$18.2K	﹤0.01%	683
2019 Q4	$27K	Hold	391	–	–	0.01%	330
2019 Q3	$24K	Sell	391 -30	-7%	-$1.79K	0.01%	334
2019 Q2	$26K	Buy	421 +30	+8%	+$1.82K	0.01%	319
2019 Q1	$21K	Buy	391 +44	+13%	+$2.45K	0.01%	347
2018 Q4	$19K	Sell	347 -10,750	-97%	-$641K	0.01%	302
2018 Q3	$813K	Sell	11,097 -52,166	-82%	-$4.07M	0.24%	69
2018 Q2	$5.13M	Buy	63,263 +3,989	+7%	+$331K	1.65%	11
2018 Q1	$4.71M	Buy	59,274 +5,956	+11%	+$529K	1.52%	13
2017 Q4	$4.83M	Buy	53,318 +15,073	+39%	+$1.34M	1.47%	13
2017 Q3	$3.55M	Buy	38,245 +13,176	+53%	+$1.29M	1.22%	11
2017 Q2	$2.68M	Buy	+25,069	New	+$2.72M	1.08%	12

Other funds holding WPP

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Lenox Wealth Management's WPP Position: Q2 2020 in Review

Lenox Wealth Management reduced its WPP (WPP) stake by 3.6% in Q2 2020, selling an estimated $74 and leaving 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Lenox Wealth Management first reported a position in WPP in Q2 2017 and has held it in 13 quarters since. The position peaked at $5.13M in Q2 2018. 144 funds tracked by Wall St. Rank hold WPP as of Q2 2020.

Lenox Wealth Management held 54 shares of WPP worth $2K as of Q2 2020.
Lenox Wealth Management sold 2 WPP shares in Q2 2020, an estimated $74.
WPP made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #657 holding.
Lenox Wealth Management first reported a position in WPP in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's WPP position peaked at $5.13M in Q2 2018.
144 funds tracked by Wall St. Rank held WPP as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.