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Wealthcare Capital Management’s WPP WPP Stock Holding History

Wealthcare Capital 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
Q1 		– Sell
-32
Closed -$2K – 658
2019
Q4 		$2K Buy
+32
New +$2.03K ﹤0.01% 589

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BIP
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wealthcare Capital Management's WPP Position: Q1 2020 in Review

Wealthcare Capital Management sold out of WPP (WPP) in Q1 2020, closing a stake of 32 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in WPP in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 148 funds tracked by Wall St. Rank hold WPP as of Q1 2020.

  • Wealthcare Capital Management reported no remaining WPP position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 32 WPP shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in WPP in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's WPP position peaked at $2K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held WPP as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.