Pathstone Family Office’s WPP WPP Stock Holding History

Pathstone Family Office’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 Q4	–	Sell	-1,290	Closed	-$51K	–	1352
2020 Q3	$51K	Hold	1,290	–	–	0.01%	366
2020 Q2	$50K	Sell	1,290 -95	-7%	-$3.53K	0.01%	321
2020 Q1	$47K	Buy	1,385 +95	+7%	+$5.16K	0.01%	320
2019 Q4	$907K	Hold	1,290	–	–	0.01%	221
2019 Q3	$81K	Buy	+1,290	New	+$77.1K	0.01%	210
2019 Q2	–	Sell	-1,290	Closed	-$68K	–	913
2019 Q1	$68K	Buy	+1,290	New	+$71.9K	0.01%	269
2018 Q2	–	Sell	-64	Closed	-$5K	–	344
2018 Q1	$5K	Buy	+64	New	+$5.69K	﹤0.01%	288

Other funds holding WPP

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

BIP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Pathstone Family Office's WPP Position: Q4 2020 in Review

Pathstone Family Office sold out of WPP (WPP) in Q4 2020, closing a stake of 1,290 shares — an estimated $51K sold.

Pathstone Family Office first reported a position in WPP in Q1 2018 and held it in 7 quarters. The position peaked at $907K in Q4 2019. 160 funds tracked by Wall St. Rank hold WPP as of Q4 2020.

Pathstone Family Office reported no remaining WPP position as of Q4 2020 after selling out during the quarter.
Pathstone Family Office sold 1,290 WPP shares in Q4 2020, an estimated $51K.
Pathstone Family Office first reported a position in WPP in Q1 2018 and held it in 7 quarters.
Pathstone Family Office's WPP position peaked at $907K in Q4 2019.
160 funds tracked by Wall St. Rank held WPP as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.