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Private Wealth Strategies’s WPP WPP Stock Holding History

Private Wealth Strategies’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
Q2 		– Sell
-10,047
Closed -$339K – 77
2020
Q1 		$339K Buy
10,047
+396
+4% +$21.5K 0.17% 53
2019
Q4 		$678K Buy
+9,651
New +$612K 0.27% 36

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Private Wealth Strategies's WPP Position: Q2 2020 in Review

Private Wealth Strategies sold out of WPP (WPP) in Q2 2020, closing a stake of 10,047 shares — an estimated $339K sold.

Private Wealth Strategies first reported a position in WPP in Q4 2019 and held it in 2 quarters. The position peaked at $678K in Q4 2019. 144 funds tracked by Wall St. Rank hold WPP as of Q2 2020.

  • Private Wealth Strategies reported no remaining WPP position as of Q2 2020 after selling out during the quarter.
  • Private Wealth Strategies sold 10,047 WPP shares in Q2 2020, an estimated $339K.
  • Private Wealth Strategies first reported a position in WPP in Q4 2019 and held it in 2 quarters.
  • Private Wealth Strategies's WPP position peaked at $678K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held WPP as of Q2 2020.

Based on Private Wealth Strategies's 13F filing for Q2 2020, filed 14 Jul 2020.