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Spire Wealth Management’s WPP WPP Stock Holding History

Spire 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
2025
Q2 		– Sell
-200
Closed -$7.59K – 2589
2025
Q1 		$7.59K Sell
200
-16
-7% -$712 ﹤0.01% 1928
2024
Q4 		$11.1K Hold
216
– – ﹤0.01% 1808
2024
Q3 		$11.1K Sell
216
-374
-63% -$17.8K ﹤0.01% 1600
2024
Q2 		$27K Sell
590
-265
-31% -$13.2K ﹤0.01% 1331
2024
Q1 		$40.5K Hold
855
– – ﹤0.01% 1287
2023
Q4 		$39.4K Sell
855
-90
-10% -$4.03K ﹤0.01% 1287
2023
Q3 		$42.1K Sell
945
-11
-1% -$549 ﹤0.01% 1223
2023
Q2 		$50K Sell
956
-50
-5% -$2.81K ﹤0.01% 1194
2023
Q1 		$59.9K Buy
1,006
+192
+24% +$11.2K ﹤0.01% 1127
2022
Q4 		$40K Buy
814
+141
+21% +$6.71K ﹤0.01% 1070
2022
Q3 		$28K Sell
673
-534
-44% -$25.1K ﹤0.01% 1193
2022
Q2 		$61K Sell
1,207
-245
-17% -$14.4K ﹤0.01% 1215
2022
Q1 		$95K Sell
1,452
-155
-10% -$11.5K ﹤0.01% 1182
2021
Q4 		$121K Buy
1,607
+627
+64% +$44.7K ﹤0.01% 1318
2021
Q3 		$66K Hold
980
– – ﹤0.01% 1364
2021
Q2 		$66K Sell
980
-173
-15% -$11.8K ﹤0.01% 1367
2021
Q1 		$74K Buy
+1,153
New +$67.8K ﹤0.01% 1534

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spire Wealth Management's WPP Position: Q2 2025 in Review

Spire Wealth Management sold out of WPP (WPP) in Q2 2025, closing a stake of 200 shares — an estimated $7.59K sold.

Spire Wealth Management first reported a position in WPP in Q1 2021 and held it in 17 quarters. The position peaked at $121K in Q4 2021. 170 funds tracked by Wall St. Rank hold WPP as of Q2 2025.

  • Spire Wealth Management reported no remaining WPP position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 200 WPP shares in Q2 2025, an estimated $7.59K.
  • Spire Wealth Management first reported a position in WPP in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's WPP position peaked at $121K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held WPP as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.