1776 Wealth’s W.P. Carey WPC Stock Holding History

1776 Wealth’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-102	Closed	-$6K	–	308
2020 Q2	$6K	Buy	+102	New	+$6.34K	﹤0.01%	303

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

1776 Wealth's WPC Position: Q3 2020 in Review

1776 Wealth sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 102 shares — an estimated $6K sold.

1776 Wealth first reported a position in WPC in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

1776 Wealth reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 102 W.P. Carey shares in Q3 2020, an estimated $6K.
1776 Wealth first reported a position in W.P. Carey in Q2 2020 and held it in 1 quarter.
1776 Wealth's W.P. Carey position peaked at $6K in Q2 2020.
604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.