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

Atlas Private Wealth Management’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 Q2	–	Sell	-939	Closed	-$65K	–	384
2021 Q1	$65K	Buy	939 +99	+12%	+$6.64K	0.04%	170
2020 Q4	$58K	Hold	840	–	–	0.04%	176
2020 Q3	$54K	Hold	840	–	–	0.04%	179
2020 Q2	$56K	Hold	840	–	–	0.05%	189
2020 Q1	$48K	Hold	840	–	–	0.04%	184
2019 Q4	$66K	Buy	+840	New	+$70.4K	0.05%	188

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

AAMU

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's WPC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 939 shares — an estimated $65K sold.

Atlas Private Wealth Management first reported a position in WPC in Q4 2019 and held it in 6 quarters. The position peaked at $66K in Q4 2019. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Atlas Private Wealth Management reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 939 W.P. Carey shares in Q2 2021, an estimated $65K.
Atlas Private Wealth Management first reported a position in W.P. Carey in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's W.P. Carey position peaked at $66K in Q4 2019.
697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.