Aspire Private Capital’s W.P. Carey WPC Stock Holding History

Aspire Private Capital’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
2020 Q4	–	Sell	-306	Closed	-$20K	–	542
2020 Q3	$20K	Buy	+306	New	+$20.6K	0.01%	247
2019 Q4	–	Hold	0	–	–	–	222
2019 Q3	–	Sell	-306	Closed	-$26.1K	–	209
2019 Q2	$24K	Hold	306	–	–	0.01%	220
2019 Q1	$23K	Hold	306	–	–	0.01%	269
2018 Q4	$20K	Buy	+306	New	+$19.9K	0.01%	264

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Aspire Private Capital's WPC Position: Q4 2020 in Review

Aspire Private Capital sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 306 shares — an estimated $20K sold.

Aspire Private Capital first reported a position in WPC in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q2 2019. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Aspire Private Capital reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
Aspire Private Capital sold 306 W.P. Carey shares in Q4 2020, an estimated $20K.
Aspire Private Capital first reported a position in W.P. Carey in Q4 2018 and held it in 4 quarters.
Aspire Private Capital's W.P. Carey position peaked at $24K in Q2 2019.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Aspire Private Capital's 13F filing for Q4 2020, filed 16 Feb 2021.