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Venturi Wealth Management’s WPP WPP Stock Holding History

Venturi 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
2025
Q1 		– Sell
-130
Closed -$6.68K – 1857
2024
Q4 		$6.68K Buy
130
+67
+106% +$3.54K ﹤0.01% 1560
2024
Q3 		$3.22K Buy
+63
New +$3K ﹤0.01% 1583

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

Venturi Wealth Management's WPP Position: Q1 2025 in Review

Venturi Wealth Management sold out of WPP (WPP) in Q1 2025, closing a stake of 130 shares — an estimated $6.68K sold.

Venturi Wealth Management first reported a position in WPP in Q3 2024 and held it in 2 quarters. The position peaked at $6.68K in Q4 2024. 174 funds tracked by Wall St. Rank hold WPP as of Q1 2025.

  • Venturi Wealth Management reported no remaining WPP position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 130 WPP shares in Q1 2025, an estimated $6.68K.
  • Venturi Wealth Management first reported a position in WPP in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's WPP position peaked at $6.68K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held WPP as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.