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Next Financial Group’s WPP WPP Stock Holding History

Next Financial Group’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 		$28K Buy
370
+85
+30% +$6.06K ﹤0.01% 1748
2021
Q3 		$19K Buy
285
+34
+14% +$2.28K ﹤0.01% 1830
2021
Q2 		$17K Sell
251
-3
-1% -$205 ﹤0.01% 1821
2021
Q1 		$16K Buy
254
+3
+1% +$176 ﹤0.01% 1726
2020
Q4 		$14K Hold
251
– – ﹤0.01% 1673
2020
Q3 		$10K Buy
+251
New +$9.93K ﹤0.01% 1645
2020
Q2 		– Sell
-251
Closed -$8K – 1896
2020
Q1 		$8K Hold
251
– – ﹤0.01% 1604
2019
Q4 		$18K Hold
251
– – ﹤0.01% 1569
2019
Q3 		$16K Buy
+251
New +$15K ﹤0.01% 1536
2019
Q2 		– Sell
-1,779
Closed -$94K – 2400
2019
Q1 		$94K Buy
1,779
+1,528
+609% +$85.1K 0.02% 552
2018
Q4 		$14K Hold
251
– – ﹤0.01% 1246
2018
Q3 		$18K Buy
+251
New +$19.6K 0.01% 824
2017
Q4 		– Sell
-326
Closed -$30K – 1428
2017
Q3 		$30K Sell
326
-25
-7% -$2.45K 0.01% 860
2017
Q2 		$37K Buy
351
+25
+8% +$2.72K 0.01% 865
2017
Q1 		$35K Hold
326
– – 0.01% 841
2016
Q4 		$36K Hold
326
– – 0.01% 1095
2016
Q3 		$38K Buy
326
+25
+8% +$2.85K 0.01% 1073
2016
Q2 		$31K Hold
301
– – 0.01% 800
2016
Q1 		$35K Hold
301
– – 0.01% 739
2015
Q4 		$34K Hold
301
– – 0.01% 746
2015
Q3 		$31K Buy
301
+251
+502% +$27.4K 0.01% 803
2015
Q2 		$5K Hold
50
– – ﹤0.01% 1497
2015
Q1 		$5K Hold
50
– – ﹤0.01% 1499
2014
Q4 		$5K Sell
50
-294
-85% -$29.3K ﹤0.01% 1517
2014
Q3 		$35K Buy
+344
New +$35.6K 0.01% 1137

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

Next Financial Group's WPP Position: Q4 2021 in Review

Next Financial Group increased its WPP (WPP) stake by 30% in Q4 2021, buying an estimated $6.06K and bringing the position to 370 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Next Financial Group first reported a position in WPP in Q3 2014 and has held it in 25 quarters since. The position peaked at $94K in Q1 2019. 185 funds tracked by Wall St. Rank hold WPP as of Q4 2021.

  • Next Financial Group held 370 shares of WPP worth $28K as of Q4 2021.
  • Next Financial Group bought 85 WPP shares in Q4 2021, an estimated $6.06K.
  • WPP made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1748 holding.
  • Next Financial Group first reported a position in WPP in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's WPP position peaked at $94K in Q1 2019.
  • 185 funds tracked by Wall St. Rank held WPP as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.