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Liberty Wealth Management’s WPP WPP Stock Holding History

Liberty 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
2021
Q4 		– Sell
-578
Closed -$41K – 1110
2021
Q3 		$41K Buy
+578
New +$38.7K 0.01% 465
2021
Q2 		– Sell
-30
Closed -$1K – 1193
2021
Q1 		$1K Hold
30
– – ﹤0.01% 909
2020
Q4 		$1K Buy
+30
New +$1.42K ﹤0.01% 914
2019
Q4 		– Sell
-65
Closed -$4K – 965
2019
Q3 		$4K Sell
65
-117
-64% -$7K ﹤0.01% 685
2019
Q2 		$11K Buy
182
+167
+1,113% +$10.1K 0.01% 511
2019
Q1 		$0 Buy
+15
New +$836 ﹤0.01% 859

Other funds holding WPP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's WPP Position: Q4 2021 in Review

Liberty Wealth Management sold out of WPP (WPP) in Q4 2021, closing a stake of 578 shares — an estimated $41K sold.

Liberty Wealth Management first reported a position in WPP in Q1 2019 and held it in 6 quarters. The position peaked at $41K in Q3 2021. 185 funds tracked by Wall St. Rank hold WPP as of Q4 2021.

  • Liberty Wealth Management reported no remaining WPP position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 578 WPP shares in Q4 2021, an estimated $41K.
  • Liberty Wealth Management first reported a position in WPP in Q1 2019 and held it in 6 quarters.
  • Liberty Wealth Management's WPP position peaked at $41K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held WPP as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.