Advisor OS’s W.P. Carey WPC Stock Holding History

Advisor OS’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	-3,799	Closed	-$252K	–	172
2020 Q2	$252K	Buy	+3,799	New	+$236K	0.15%	112

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

Advisor OS's WPC Position: Q3 2020 in Review

Advisor OS sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 3,799 shares — an estimated $252K sold.

Advisor OS first reported a position in WPC in Q2 2020 and held it in 1 quarter. The position peaked at $252K in Q2 2020. 604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

Advisor OS reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
Advisor OS sold 3,799 W.P. Carey shares in Q3 2020, an estimated $252K.
Advisor OS first reported a position in W.P. Carey in Q2 2020 and held it in 1 quarter.
Advisor OS's W.P. Carey position peaked at $252K in Q2 2020.
604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.