SWM
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Sugarloaf Wealth Management’s WPP WPP Stock Holding History

Sugarloaf 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
2020
Q3 		– Sell
-78
Closed -$3K – 727
2020
Q2 		$3K Hold
78
– – ﹤0.01% 587
2020
Q1 		$3K Hold
78
– – ﹤0.01% 582
2019
Q4 		$5K Buy
+78
New +$4.95K ﹤0.01% 556

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Sugarloaf Wealth Management's WPP Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of WPP (WPP) in Q3 2020, closing a stake of 78 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in WPP in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 139 funds tracked by Wall St. Rank hold WPP as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining WPP position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 78 WPP shares in Q3 2020, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in WPP in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's WPP position peaked at $5K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held WPP as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.