Altus Wealth Group’s W.P. Carey WPC Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-306	Closed	-$21K	–	775
2020 Q4	$21K	Buy	+306	New	+$20.4K	0.02%	362

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altus Wealth Group's WPC Position: Q1 2021 in Review

Altus Wealth Group sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 306 shares — an estimated $21K sold.

Altus Wealth Group first reported a position in WPC in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

Altus Wealth Group reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 306 W.P. Carey shares in Q1 2021, an estimated $21K.
Altus Wealth Group first reported a position in W.P. Carey in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's W.P. Carey position peaked at $21K in Q4 2020.
652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.