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ProVise Management Group’s WPP WPP Stock Holding History

ProVise Management 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
2024
Q2 		– Sell
-4,334
Closed -$205K – 310
2024
Q1 		$205K Sell
4,334
-86,558
-95% -$4.08M 0.02% 283
2023
Q4 		$4.32M Sell
90,892
-11,854
-12% -$531K 0.37% 81
2023
Q3 		$4.58M Buy
102,746
+6,577
+7% +$328K 0.43% 68
2023
Q2 		$5.03M Buy
96,169
+6,341
+7% +$356K 0.46% 64
2023
Q1 		$5.35M Buy
89,828
+16,875
+23% +$988K 0.51% 61
2022
Q4 		$3.59M Sell
72,953
-24,013
-25% -$1.14M 0.36% 81
2022
Q3 		$3.99M Sell
96,966
-18,086
-16% -$849K 0.45% 67
2022
Q2 		$5.82M Buy
115,052
+1,674
+1% +$98.2K 0.62% 49
2022
Q1 		$7.42M Buy
113,378
+18,913
+20% +$1.41M 0.7% 43
2021
Q4 		$7.14M Buy
94,465
+33,090
+54% +$2.36M 0.65% 47
2021
Q3 		$4.12M Buy
61,375
+26,612
+77% +$1.78M 0.41% 73
2021
Q2 		$2.36M Buy
34,763
+29,830
+605% +$2.04M 0.24% 106
2021
Q1 		$315K Buy
+4,933
New +$290K 0.03% 275
2020
Q2 		– Sell
-123,778
Closed -$4.18M – 291
2020
Q1 		$4.18M Sell
123,778
-6,205
-5% -$337K 0.7% 43
2019
Q4 		$9.14M Buy
129,983
+18,110
+16% +$1.15M 1.12% 23
2019
Q3 		$7M Buy
111,873
+98,505
+737% +$5.89M 0.93% 32
2019
Q2 		$841K Buy
+13,368
New +$810K 0.11% 157
2018
Q4 		– Sell
-59,481
Closed -$4.36M – 335
2018
Q3 		$4.36M Sell
59,481
-16,252
-21% -$1.27M 0.57% 51
2018
Q2 		$9.88K Sell
75,733
-1,495
-2% -$124K 0.74% 43
2018
Q1 		$6.14M Buy
+77,228
New +$6.87M 0.9% 31

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ProVise Management Group's WPP Position: Q2 2024 in Review

ProVise Management Group sold out of WPP (WPP) in Q2 2024, closing a stake of 4,334 shares — an estimated $205K sold.

ProVise Management Group first reported a position in WPP in Q1 2018 and held it in 20 quarters. The position peaked at $9.14M in Q4 2019. 185 funds tracked by Wall St. Rank hold WPP as of Q2 2024.

  • ProVise Management Group reported no remaining WPP position as of Q2 2024 after selling out during the quarter.
  • ProVise Management Group sold 4,334 WPP shares in Q2 2024, an estimated $205K.
  • ProVise Management Group first reported a position in WPP in Q1 2018 and held it in 20 quarters.
  • ProVise Management Group's WPP position peaked at $9.14M in Q4 2019.
  • 185 funds tracked by Wall St. Rank held WPP as of Q2 2024.

Based on ProVise Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.