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Valeo Financial Advisors’s WPP WPP Stock Holding History

Valeo 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
2021
Q1 		– Sell
-197
Closed -$11K – 2204
2020
Q4 		$11K Hold
197
– – ﹤0.01% 1184
2020
Q3 		$8K Sell
197
-56
-22% -$2.21K ﹤0.01% 1153
2020
Q2 		$10K Buy
253
+11
+5% +$409 ﹤0.01% 1296
2020
Q1 		$9K Buy
242
+37
+18% +$2.01K ﹤0.01% 1147
2019
Q4 		$14K Hold
205
– – ﹤0.01% 1015
2019
Q3 		$13K Hold
205
– – ﹤0.01% 971
2019
Q2 		$13K Hold
205
– – ﹤0.01% 967
2019
Q1 		$11K Buy
+205
New +$11.4K ﹤0.01% 948
2018
Q4 		– Sell
-201
Closed -$11K – 1744
2018
Q3 		$11K Buy
201
+20
+11% +$1.56K ﹤0.01% 950
2018
Q2 		$14K Buy
181
+155
+596% +$12.9K ﹤0.01% 869
2018
Q1 		$2K Sell
26
-91
-78% -$8.09K ﹤0.01% 1368
2017
Q4 		$11K Sell
117
-8
-6% -$709 ﹤0.01% 820
2017
Q3 		$12K Buy
+125
New +$12.3K ﹤0.01% 667

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valeo Financial Advisors's WPP Position: Q1 2021 in Review

Valeo Financial Advisors sold out of WPP (WPP) in Q1 2021, closing a stake of 197 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in WPP in Q3 2017 and held it in 13 quarters. The position peaked at $14K in Q4 2019. 167 funds tracked by Wall St. Rank hold WPP as of Q1 2021.

  • Valeo Financial Advisors reported no remaining WPP position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 197 WPP shares in Q1 2021, an estimated $11K.
  • Valeo Financial Advisors first reported a position in WPP in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's WPP position peaked at $14K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held WPP as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.