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Baldwin Investment Management’s W.P. Carey WPC Stock Holding History

Baldwin Investment 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
2022
Q2 		– Sell
-3,063
Closed -$243 – 238
2022
Q1 		$243 Hold
3,063
– – 0.04% 225
2021
Q4 		$246 Hold
3,063
– – 0.04% 226
2021
Q3 		$219K Hold
3,063
– – 0.04% 235
2021
Q2 		$224K Buy
+3,063
New +$224K 0.04% 232

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Investment Management's WPC Position: Q2 2022 in Review

Baldwin Investment Management sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 3,063 shares — an estimated $243 sold.

Baldwin Investment Management first reported a position in WPC in Q2 2021 and held it in 4 quarters. The position peaked at $224K in Q2 2021. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Baldwin Investment Management reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 3,063 W.P. Carey shares in Q2 2022, an estimated $243.
  • Baldwin Investment Management first reported a position in W.P. Carey in Q2 2021 and held it in 4 quarters.
  • Baldwin Investment Management's W.P. Carey position peaked at $224K in Q2 2021.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Baldwin Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.