Ameritas Investment Company’s W.P. Carey WPC Stock Holding History

Ameritas Investment Company’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 Q3	$260K	Buy	3,637 +953	+36%	+$72.5K	0.01%	606
2021 Q2	$231K	Buy	2,684 +82	+3%	+$6K	0.01%	650
2021 Q1	$180K	Buy	+2,602	New	+$174K	0.02%	609
2020 Q2	–	Sell	-1,583	Closed	-$84K	–	1596
2020 Q1	$84K	Buy	1,583 +848	+115%	+$64.3K	0.01%	537
2019 Q4	$58K	Sell	735 -817	-53%	-$68.5K	0.01%	556
2019 Q3	$136K	Buy	+1,552	New	+$132K	0.03%	410
2019 Q2	–	Sell	-1,662	Closed	-$128K	–	882
2019 Q1	$128K	Sell	1,662 -424	-20%	-$30.5K	0.02%	339
2018 Q4	$133K	Buy	+2,086	New	+$136K	0.03%	360

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

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Ameritas Investment Company's WPC Position: Q3 2021 in Review

Ameritas Investment Company increased its W.P. Carey (WPC) stake by 36% in Q3 2021, buying an estimated $72.5K and bringing the position to 3,637 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #606.

Ameritas Investment Company first reported a position in WPC in Q4 2018 and has held it in 8 quarters since. 715 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

Ameritas Investment Company held 3,637 shares of W.P. Carey worth $260K as of Q3 2021.
Ameritas Investment Company bought 953 W.P. Carey shares in Q3 2021, an estimated $72.5K.
W.P. Carey made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #606 holding.
Ameritas Investment Company first reported a position in W.P. Carey in Q4 2018 and has held it in 8 quarters since.
715 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.