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West Family Investments’s WPP WPP Stock Holding History

West Family Investments’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
Q1 		– Sell
-2,683
Closed -$203K – 353
2021
Q4 		$203K Sell
2,683
-671
-20% -$47.8K 0.06% 298
2021
Q3 		$225K Buy
3,354
+276
+9% +$18.5K 0.06% 286
2021
Q2 		$209K Buy
+3,078
New +$211K 0.06% 316

Other funds holding WPP

Fidelity Investments
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

West Family Investments's WPP Position: Q1 2022 in Review

West Family Investments sold out of WPP (WPP) in Q1 2022, closing a stake of 2,683 shares — an estimated $203K sold.

West Family Investments first reported a position in WPP in Q2 2021 and held it in 3 quarters. The position peaked at $225K in Q3 2021. 167 funds tracked by Wall St. Rank hold WPP as of Q1 2022.

  • West Family Investments reported no remaining WPP position as of Q1 2022 after selling out during the quarter.
  • West Family Investments sold 2,683 WPP shares in Q1 2022, an estimated $203K.
  • West Family Investments first reported a position in WPP in Q2 2021 and held it in 3 quarters.
  • West Family Investments's WPP position peaked at $225K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held WPP as of Q1 2022.

Based on West Family Investments's 13F filing for Q1 2022, filed 13 May 2022.