Atlas Private Wealth Advisors’s W.P. Carey WPC Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-155	Closed	-$11K	–	710
2021 Q3	$11K	Hold	155	–	–	0.01%	454
2021 Q2	$11K	Hold	155	–	–	0.01%	460
2021 Q1	$11K	Hold	155	–	–	0.01%	491
2020 Q4	$11K	Hold	155	–	–	0.01%	416
2020 Q3	$10K	Hold	155	–	–	0.01%	394
2020 Q2	$10K	Buy	+155	New	+$9.63K	0.01%	412

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

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

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

Atlas Private Wealth Advisors's WPC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 155 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in WPC in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 155 W.P. Carey shares in Q4 2021, an estimated $11K.
Atlas Private Wealth Advisors first reported a position in W.P. Carey in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's W.P. Carey position peaked at $11K in Q3 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.