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United Capital Financial Advisors’s WPP WPP Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-5,169
Closed -$266K – 1115
2024
Q4 		$266K Sell
5,169
-103
-2% -$5.44K ﹤0.01% 921
2024
Q3 		$270K Sell
5,272
-388
-7% -$18.5K ﹤0.01% 916
2024
Q2 		$259K Buy
5,660
+483
+9% +$24K ﹤0.01% 900
2024
Q1 		$245K Sell
5,177
-1,053
-17% -$49.6K ﹤0.01% 944
2023
Q4 		$296K Buy
+6,230
New +$279K ﹤0.01% 874
2020
Q1 		– Sell
-5,243
Closed -$369K – 1384
2019
Q4 		$369K Buy
+5,243
New +$332K ﹤0.01% 1071
2019
Q3 		– Sell
-4,534
Closed -$285K – 1503
2019
Q2 		$285K Buy
4,534
+6
+0.1% +$364 ﹤0.01% 1239
2019
Q1 		$239K Sell
4,528
-920
-17% -$51.3K ﹤0.01% 1213
2018
Q4 		$299K Sell
5,448
-93,623
-95% -$5.58M ﹤0.01% 1062
2018
Q3 		$7.26M Sell
99,071
-138,585
-58% -$10.8M 0.05% 361
2018
Q2 		$18.7M Buy
237,656
+17,694
+8% +$1.47M 0.14% 164
2018
Q1 		$17.5M Buy
219,962
+40,517
+23% +$3.6M 0.13% 176
2017
Q4 		$16.3M Buy
179,445
+33,004
+23% +$2.92M 0.13% 189
2017
Q3 		$13.6M Buy
146,441
+28,083
+24% +$2.75M 0.12% 210
2017
Q2 		$12.5M Buy
118,358
+21,447
+22% +$2.33M 0.11% 217
2017
Q1 		$10.6M Buy
96,911
+5,919
+7% +$664K 0.1% 244
2016
Q4 		$10.1M Buy
90,992
+4,943
+6% +$535K 0.1% 254
2016
Q3 		$10.1M Buy
86,049
+7,845
+10% +$895K 0.1% 252
2016
Q2 		$8.21M Buy
78,204
+8,136
+12% +$930K 0.08% 284
2016
Q1 		$8.16M Buy
70,068
+34,080
+95% +$3.67M 0.09% 244
2015
Q4 		$4.13M Buy
35,988
+2,829
+9% +$319K 0.05% 368
2015
Q3 		$3.45M Buy
+33,159
New +$3.62M 0.04% 397

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's WPP Position: Q1 2025 in Review

United Capital Financial Advisors sold out of WPP (WPP) in Q1 2025, closing a stake of 5,169 shares — an estimated $266K sold.

United Capital Financial Advisors first reported a position in WPP in Q3 2015 and held it in 22 quarters. The position peaked at $18.7M in Q2 2018. 174 funds tracked by Wall St. Rank hold WPP as of Q1 2025.

  • United Capital Financial Advisors reported no remaining WPP position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,169 WPP shares in Q1 2025, an estimated $266K.
  • United Capital Financial Advisors first reported a position in WPP in Q3 2015 and held it in 22 quarters.
  • United Capital Financial Advisors's WPP position peaked at $18.7M in Q2 2018.
  • 174 funds tracked by Wall St. Rank held WPP as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.