Steward Financial Group’s WPP WPP Stock Holding History

Steward Financial 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
2023 Q3	$1K	Buy	+34	New	+$1.7K	﹤0.01%	1291
2023 Q2	–	Sell	-16	Closed	–	–	1011
2023 Q1	$0	Hold	16	–	–	﹤0.01%	929
2022 Q4	$0	Buy	+16	New	+$761	﹤0.01%	836
2022 Q3	–	Sell	-16	Closed	–	–	1336
2022 Q2	$0	Buy	+16	New	+$939	﹤0.01%	1415

Other funds holding WPP

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Steward Financial Group's WPP Position: Q3 2023 in Review

Steward Financial Group opened a new position in WPP (WPP) in Q3 2023: 34 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WPP as recently as Q1 2023.

Steward Financial Group first reported a position in WPP in Q2 2022 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold WPP as of Q3 2023.

Steward Financial Group held 34 shares of WPP worth $1K as of Q3 2023.
WPP was a new Steward Financial Group position in Q3 2023.
WPP made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1291 holding.
Steward Financial Group first reported a position in WPP in Q2 2022 and has held it in 4 quarters since.
168 funds tracked by Wall St. Rank held WPP as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.