Morton Brown Family Wealth’s WPP WPP Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-36	Closed	-$3K	–	216
2021 Q4	$3K	Buy	+36	New	+$2.57K	﹤0.01%	153

Other funds holding WPP

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morton Brown Family Wealth's WPP Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of WPP (WPP) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Morton Brown Family Wealth first reported a position in WPP in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 166 funds tracked by Wall St. Rank hold WPP as of Q1 2022.

Morton Brown Family Wealth reported no remaining WPP position as of Q1 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 36 WPP shares in Q1 2022, an estimated $3K.
Morton Brown Family Wealth first reported a position in WPP in Q4 2021 and held it in 1 quarter.
Morton Brown Family Wealth's WPP position peaked at $3K in Q4 2021.
166 funds tracked by Wall St. Rank held WPP as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.