AIM
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Alhambra Investment Management’s W.P. Carey WPC Stock Holding History

Alhambra Investment Management’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
2021
Q4 		– Sell
-2,854
Closed -$204K – 154
2021
Q3 		$204K Buy
2,854
+102
+4% +$7.76K 0.16% 144
2021
Q2 		$201K Buy
+2,752
New +$201K 0.15% 145

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alhambra Investment Management's WPC Position: Q4 2021 in Review

Alhambra Investment Management sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 2,854 shares — an estimated $204K sold.

Alhambra Investment Management first reported a position in WPC in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q3 2021. 767 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

  • Alhambra Investment Management reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
  • Alhambra Investment Management sold 2,854 W.P. Carey shares in Q4 2021, an estimated $204K.
  • Alhambra Investment Management first reported a position in W.P. Carey in Q2 2021 and held it in 2 quarters.
  • Alhambra Investment Management's W.P. Carey position peaked at $204K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Alhambra Investment Management's 13F filing for Q4 2021, filed 21 Jan 2022.