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AGF Investments Inc’s W.P. Carey WPC Stock Holding History

AGF Investments Inc’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
Q4 		– Sell
-3,020
Closed -$193K – 854
2020
Q3 		$193K Buy
+3,020
New +$203K ﹤0.01% 654
2020
Q2 		– Sell
-3,609
Closed -$205K – 909
2020
Q1 		$205K Buy
+3,609
New +$274K ﹤0.01% 595

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AGF Investments Inc's WPC Position: Q4 2020 in Review

AGF Investments Inc sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 3,020 shares — an estimated $193K sold.

AGF Investments Inc first reported a position in WPC in Q1 2020 and held it in 2 quarters. The position peaked at $205K in Q1 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • AGF Investments Inc reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
  • AGF Investments Inc sold 3,020 W.P. Carey shares in Q4 2020, an estimated $193K.
  • AGF Investments Inc first reported a position in W.P. Carey in Q1 2020 and held it in 2 quarters.
  • AGF Investments Inc's W.P. Carey position peaked at $205K in Q1 2020.
  • 637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on AGF Investments Inc's 13F filing for Q4 2020, filed 8 Feb 2021.