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Acorn Wealth Advisors’s W.P. Carey WPC Stock Holding History

Acorn Wealth Advisors’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
2019
Q3 		– Sell
-2,491
Closed -$214K – 128
2019
Q2 		$214K Buy
+2,491
New +$197K 0.2% 113
2018
Q3 		– Sell
-2,255
Closed -$145K – 451
2018
Q2 		$145K Sell
2,255
-1,049
-32% -$66.5K 0.12% 135
2018
Q1 		$206K Buy
3,304
+61
+2% +$3.75K 0.18% 110
2017
Q4 		$215K Buy
+3,243
New +$222K 0.2% 96

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Acorn Wealth Advisors's WPC Position: Q3 2019 in Review

Acorn Wealth Advisors sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 2,491 shares — an estimated $214K sold.

Acorn Wealth Advisors first reported a position in WPC in Q4 2017 and held it in 4 quarters. The position peaked at $215K in Q4 2017. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • Acorn Wealth Advisors reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,491 W.P. Carey shares in Q3 2019, an estimated $214K.
  • Acorn Wealth Advisors first reported a position in W.P. Carey in Q4 2017 and held it in 4 quarters.
  • Acorn Wealth Advisors's W.P. Carey position peaked at $215K in Q4 2017.
  • 597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Acorn Wealth Advisors's 13F filing for Q3 2019, filed 21 Nov 2019.