WLIM
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White Lighthouse Investment Management’s WPP WPP Stock Holding History

White Lighthouse Investment 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
-4,950
Closed -$348K – 130
2019
Q4 		$348K Hold
4,950
– – 0.13% 97
2019
Q3 		$310K Hold
4,950
– – 0.12% 102
2019
Q2 		$311K Buy
+4,950
New +$300K 0.13% 98

Other funds holding WPP

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Macquarie Group
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BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
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

White Lighthouse Investment Management's WPP Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of WPP (WPP) in Q1 2020, closing a stake of 4,950 shares — an estimated $348K sold.

White Lighthouse Investment Management first reported a position in WPP in Q2 2019 and held it in 3 quarters. The position peaked at $348K in Q4 2019. 148 funds tracked by Wall St. Rank hold WPP as of Q1 2020.

  • White Lighthouse Investment Management reported no remaining WPP position as of Q1 2020 after selling out during the quarter.
  • White Lighthouse Investment Management sold 4,950 WPP shares in Q1 2020, an estimated $348K.
  • White Lighthouse Investment Management first reported a position in WPP in Q2 2019 and held it in 3 quarters.
  • White Lighthouse Investment Management's WPP position peaked at $348K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held WPP as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.