American State Bank (Iowa)’s W.P. Carey WPC Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-109	Closed	-$7.06K	–	325
2023 Q4	$7.06K	Sell	109 -2	-2%	-$115	﹤0.01%	292
2023 Q3	$5.89K	Hold	111	–	–	﹤0.01%	289
2023 Q2	$7.36K	Hold	111	–	–	0.01%	280
2023 Q1	$8.44K	Hold	111	–	–	0.01%	276
2022 Q4	$8.52K	Hold	111	–	–	0.01%	280
2022 Q3	$7.61K	Hold	111	–	–	0.01%	270
2022 Q2	$9.03K	Hold	111	–	–	0.01%	263
2022 Q1	$8.81K	Hold	111	–	–	0.01%	262
2021 Q4	$8.94K	Hold	111	–	–	0.01%	258
2021 Q3	$7.96K	Hold	111	–	–	0.01%	261
2021 Q2	$8.13K	Hold	111	–	–	0.01%	265
2021 Q1	$7.71K	Buy	+111	New	+$7.44K	0.01%	263

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American State Bank (Iowa)'s WPC Position: Q1 2024 in Review

American State Bank (Iowa) sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 109 shares — an estimated $7.06K sold.

American State Bank (Iowa) first reported a position in WPC in Q1 2021 and held it in 12 quarters. The position peaked at $9.03K in Q2 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

American State Bank (Iowa) reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 109 W.P. Carey shares in Q1 2024, an estimated $7.06K.
American State Bank (Iowa) first reported a position in W.P. Carey in Q1 2021 and held it in 12 quarters.
American State Bank (Iowa)'s W.P. Carey position peaked at $9.03K in Q2 2022.
773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.