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

Beam 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	-15,318	Closed	-$1.1M	–	147
2021 Q3	$1.1M	Buy	15,318 +90	+0.6%	+$6.85K	0.94%	31
2021 Q2	$1.11M	Sell	15,228 -369	-2%	-$27K	0.96%	33
2021 Q1	$1.08M	Sell	15,597 -669	-4%	-$44.8K	0.96%	35
2020 Q4	$1.12M	Sell	16,266 -2,114	-12%	-$141K	1.06%	29
2020 Q3	$1.17M	Sell	18,380 -493	-3%	-$33.2K	1.1%	25
2020 Q2	$1.25M	Buy	18,873 +1,210	+7%	+$75.2K	1.26%	21
2020 Q1	$1M	Buy	17,663 +559	+3%	+$42.4K	1%	30
2019 Q4	$1.34M	Buy	+17,104	New	+$1.43M	1.25%	17

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

Beam Wealth Advisors's WPC Position: Q4 2021 in Review

Beam Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 15,318 shares — an estimated $1.1M sold.

Beam Wealth Advisors first reported a position in WPC in Q4 2019 and held it in 8 quarters. The position peaked at $1.34M in Q4 2019. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Beam Wealth Advisors reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 15,318 W.P. Carey shares in Q4 2021, an estimated $1.1M.
Beam Wealth Advisors first reported a position in W.P. Carey in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's W.P. Carey position peaked at $1.34M in Q4 2019.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.