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	–	2753
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 $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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return