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Point View Wealth Management’s WPP WPP Stock Holding History

Point View 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
2020
Q4 		$640K Buy
11,836
+2,709
+30% +$128K 0.26% 126
2020
Q3 		$358K Buy
+9,127
New +$361K 0.17% 168
2020
Q2 		– Sell
-5,931
Closed -$200K – 265
2020
Q1 		$200K Sell
5,931
-270
-4% -$14.7K 0.11% 218
2019
Q4 		$436K Buy
6,201
+550
+10% +$34.9K 0.18% 164
2019
Q3 		$354K Sell
5,651
-395
-7% -$23.6K 0.16% 176
2019
Q2 		$380K Buy
6,046
+905
+18% +$54.9K 0.16% 171
2019
Q1 		$271K Sell
5,141
-324
-6% -$18.1K 0.12% 204
2018
Q4 		$299K Buy
5,465
+680
+14% +$40.5K 0.15% 181
2018
Q3 		$351K Sell
4,785
-337
-7% -$26.3K 0.16% 175
2018
Q2 		$402K Buy
5,122
+497
+11% +$41.2K 0.19% 159
2018
Q1 		$368K Sell
4,625
-1,667
-26% -$148K 0.18% 164
2017
Q4 		$570K Hold
6,292
– – 0.27% 133
2017
Q3 		$584K Buy
6,292
+814
+15% +$79.8K 0.28% 128
2017
Q2 		$577K Hold
5,478
– – 0.28% 128
2017
Q1 		$599K Hold
5,478
– – 0.31% 112
2016
Q4 		$606K Sell
5,478
-14
-0.3% -$1.52K 0.35% 103
2016
Q3 		$647K Hold
5,492
– – 0.38% 99
2016
Q2 		$574K Sell
5,492
-15
-0.3% -$1.72K 0.35% 105
2016
Q1 		$641K Hold
5,507
– – 0.41% 86
2015
Q4 		$632K Hold
5,507
– – 0.46% 82
2015
Q3 		$573K Hold
5,507
– – 0.46% 82
2015
Q2 		$621K Sell
5,507
-66
-1% -$7.75K 0.48% 75
2015
Q1 		$634K Sell
5,573
-51
-0.9% -$5.72K 0.49% 72
2014
Q4 		$5.85M Hold
5,624
– – 4.36% 1
2014
Q3 		$565K Sell
5,624
-87
-2% -$9.02K 0.48% 76
2014
Q2 		$622K Hold
5,711
– – 0.54% 65
2014
Q1 		$589K Sell
5,711
-27
-0.5% -$2.9K 0.54% 67
2013
Q4 		$659K Buy
+5,738
New +$614K 0.63% 55

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
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
Goldman Sachs
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Point View Wealth Management's WPP Position: Q4 2020 in Review

Point View Wealth Management increased its WPP (WPP) stake by 30% in Q4 2020, buying an estimated $128K and bringing the position to 11,836 shares worth $640K. The position accounts for 0.26% of the portfolio, ranked #126.

Point View Wealth Management first reported a position in WPP in Q4 2013 and has held it in 28 quarters since. The position peaked at $5.85M in Q4 2014. 160 funds tracked by Wall St. Rank hold WPP as of Q4 2020.

  • Point View Wealth Management held 11,836 shares of WPP worth $640K as of Q4 2020.
  • Point View Wealth Management bought 2,709 WPP shares in Q4 2020, an estimated $128K.
  • WPP made up 0.26% of Point View Wealth Management's portfolio in Q4 2020, its #126 holding.
  • Point View Wealth Management first reported a position in WPP in Q4 2013 and has held it in 28 quarters since.
  • Point View Wealth Management's WPP position peaked at $5.85M in Q4 2014.
  • 160 funds tracked by Wall St. Rank held WPP as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.