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Sowell Financial Services’s WPP WPP Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-995
Closed -$68K – 2748
2021
Q1 		$68K Buy
995
+8
+0.8% +$470 ﹤0.01% 1529
2020
Q4 		$53K Hold
987
– – ﹤0.01% 1373
2020
Q3 		$39K Sell
987
-85
-8% -$3.36K ﹤0.01% 1300
2020
Q2 		$42K Hold
1,072
– – ﹤0.01% 1215
2020
Q1 		$36K Hold
1,072
– – ﹤0.01% 1167
2019
Q4 		$75K Hold
1,072
– – 0.01% 996
2019
Q3 		$67K Buy
+1,072
New +$64.1K 0.01% 921

Other funds holding WPP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's WPP Position: Q2 2021 in Review

Sowell Financial Services sold out of WPP (WPP) in Q2 2021, closing a stake of 995 shares — an estimated $68K sold.

Sowell Financial Services first reported a position in WPP in Q3 2019 and held it in 7 quarters. The position peaked at $75K in Q4 2019. 169 funds tracked by Wall St. Rank hold WPP as of Q2 2021.

  • Sowell Financial Services reported no remaining WPP position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 995 WPP shares in Q2 2021, an estimated $68K.
  • Sowell Financial Services first reported a position in WPP in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's WPP position peaked at $75K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held WPP as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.