Amalgamated Financial’s W.P. Carey WPC Stock Holding History

Amalgamated Financial’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
2022 Q1	$1.48M	Buy	+18,659	New	+$1.43M	0.01%	1020

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Amalgamated Financial's WPC Position: Q1 2022 in Review

Amalgamated Financial opened a new position in W.P. Carey (WPC) in Q1 2022: 18,659 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #1020 among its holdings.

786 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

Amalgamated Financial held 18,659 shares of W.P. Carey worth $1.48M as of Q1 2022.
W.P. Carey was a new Amalgamated Financial position in Q1 2022.
W.P. Carey made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1020 holding.
786 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.