WAM
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Wealthspire Advisors (Maryland)’s WPP WPP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-237
Closed -$13K – 2054
2019
Q1 		$13K Buy
237
+29
+14% +$1.62K ﹤0.01% 1433
2018
Q4 		$11K Buy
208
+62
+42% +$3.7K ﹤0.01% 1439
2018
Q3 		$11K Buy
146
+102
+232% +$7.96K ﹤0.01% 1498
2018
Q2 		$3K Sell
44
-30
-41% -$2.49K ﹤0.01% 2066
2018
Q1 		$6K Sell
74
-69
-48% -$6.13K ﹤0.01% 1768
2017
Q4 		$13K Sell
143
-84
-37% -$7.44K ﹤0.01% 1496
2017
Q3 		$21K Buy
227
+163
+255% +$16K ﹤0.01% 1291
2017
Q2 		$7K Buy
64
+7
+12% +$761 ﹤0.01% 1674
2017
Q1 		$6K Buy
57
+27
+90% +$3.03K ﹤0.01% 1495
2016
Q4 		$3K Hold
30
– – ﹤0.01% 1500
2016
Q3 		$4K Hold
30
– – ﹤0.01% 1450
2016
Q2 		$3K Buy
30
+6
+25% +$686 ﹤0.01% 1456
2016
Q1 		$3K Sell
24
-5
-17% -$539 ﹤0.01% 1473
2015
Q4 		$3K Buy
+29
New +$3.27K ﹤0.01% 1483

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WPP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WPP (WPP) in Q2 2019, closing a stake of 237 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in WPP in Q4 2015 and held it in 14 quarters. The position peaked at $21K in Q3 2017. 193 funds tracked by Wall St. Rank hold WPP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WPP position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 237 WPP shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in WPP in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WPP position peaked at $21K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held WPP as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.