YorkBridge Wealth Partners’s WPP WPP Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-460	Closed	-$29K	–	651
2019 Q2	$29K	Sell	460 -32	-7%	-$1.94K	0.01%	420
2019 Q1	$26K	Hold	492	–	–	0.01%	433
2018 Q4	$27K	Sell	492 -2,031	-80%	-$121K	0.01%	398
2018 Q3	$187K	Hold	2,523	–	–	0.09%	175
2018 Q2	$198K	Buy	2,523 +433	+21%	+$35.9K	0.09%	175
2018 Q1	$176K	Buy	2,090 +136	+7%	+$12.1K	0.08%	192
2017 Q4	$168K	Sell	1,954 -341	-15%	-$30.2K	0.08%	192
2017 Q3	$213K	Buy	2,295 +41	+2%	+$4.02K	0.11%	166
2017 Q2	$236K	Buy	2,254 +106	+5%	+$11.5K	0.13%	157
2017 Q1	$234K	Sell	2,148 -6	-0.3%	-$674	0.12%	152
2016 Q4	$231K	Buy	+2,154	New	+$233K	0.14%	143

Other funds holding WPP

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIS

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

YorkBridge Wealth Partners's WPP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WPP (WPP) in Q3 2019, closing a stake of 460 shares — an estimated $29K sold.

YorkBridge Wealth Partners first reported a position in WPP in Q4 2016 and held it in 11 quarters. The position peaked at $236K in Q2 2017. 186 funds tracked by Wall St. Rank hold WPP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining WPP position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 460 WPP shares in Q3 2019, an estimated $29K.
YorkBridge Wealth Partners first reported a position in WPP in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's WPP position peaked at $236K in Q2 2017.
186 funds tracked by Wall St. Rank held WPP as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.