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Patriot Financial Group Insurance Agency’s WPP WPP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-145
Closed -$7K – 1950
2022
Q2 		$7K Buy
145
+42
+41% +$2.46K ﹤0.01% 1400
2022
Q1 		$7K Hold
103
– – ﹤0.01% 1516
2021
Q4 		$8K Buy
103
+92
+836% +$6.56K ﹤0.01% 1582
2021
Q3 		$7K Sell
11
-84
-88% -$5.63K ﹤0.01% 1614
2021
Q2 		$6K Buy
95
+18
+23% +$1.23K ﹤0.01% 1611
2021
Q1 		$5K Buy
77
+27
+54% +$1.59K ﹤0.01% 1581
2020
Q4 		$3K Hold
50
– – ﹤0.01% 1591
2020
Q3 		$2K Buy
50
+18
+56% +$712 ﹤0.01% 1488
2020
Q2 		$1K Buy
+32
New +$1.19K ﹤0.01% 1604

Other funds holding WPP

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WPP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WPP (WPP) in Q3 2022, closing a stake of 145 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in WPP in Q2 2020 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 153 funds tracked by Wall St. Rank hold WPP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WPP position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 145 WPP shares in Q3 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in WPP in Q2 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's WPP position peaked at $8K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held WPP as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.