WCG Wealth Advisors’s WPP WPP Stock Holding History

WCG Wealth 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
2022 Q4	–	Sell	-7,234	Closed	-$327K	–	283
2022 Q3	$327K	Sell	7,234 -439	-6%	-$20.6K	0.04%	217
2022 Q2	$388K	Buy	+7,673	New	+$450K	0.05%	189

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

WCG Wealth Advisors's WPP Position: Q4 2022 in Review

WCG Wealth Advisors sold out of WPP (WPP) in Q4 2022, closing a stake of 7,234 shares — an estimated $327K sold.

WCG Wealth Advisors first reported a position in WPP in Q2 2022 and held it in 2 quarters. The position peaked at $388K in Q2 2022. 165 funds tracked by Wall St. Rank hold WPP as of Q4 2022.

WCG Wealth Advisors reported no remaining WPP position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 7,234 WPP shares in Q4 2022, an estimated $327K.
WCG Wealth Advisors first reported a position in WPP in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's WPP position peaked at $388K in Q2 2022.
165 funds tracked by Wall St. Rank held WPP as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.