SFP
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Sterling Financial Planning’s WPP WPP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-97
Closed -$7K – 405
2021
Q3 		$7K Hold
97
– – ﹤0.01% 348
2021
Q2 		$7K Hold
97
– – ﹤0.01% 328
2021
Q1 		$6K Hold
97
– – ﹤0.01% 309
2020
Q4 		$5K Buy
+97
New +$4.59K ﹤0.01% 308

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Financial Planning's WPP Position: Q4 2021 in Review

Sterling Financial Planning sold out of WPP (WPP) in Q4 2021, closing a stake of 97 shares — an estimated $7K sold.

Sterling Financial Planning first reported a position in WPP in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 185 funds tracked by Wall St. Rank hold WPP as of Q4 2021.

  • Sterling Financial Planning reported no remaining WPP position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 97 WPP shares in Q4 2021, an estimated $7K.
  • Sterling Financial Planning first reported a position in WPP in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's WPP position peaked at $7K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held WPP as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.