Berman Capital Advisors’s W.P. Carey WPC Stock Holding History

Berman Capital 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 Q3	$6K	Buy	92 +1	+1%	+$76	﹤0.01%	1395
2021 Q2	$6K	Hold	91	–	–	﹤0.01%	1316
2021 Q1	$6K	Sell	91 -8	-8%	-$536	﹤0.01%	1236
2020 Q4	$6K	Buy	99 +1	+1%	+$67	﹤0.01%	1108
2020 Q3	$6K	Hold	98	–	–	﹤0.01%	996
2020 Q2	$6K	Sell	98 -141	-59%	-$8.76K	﹤0.01%	955
2020 Q1	$13K	Buy	239 +33	+16%	+$2.5K	﹤0.01%	612
2019 Q4	$16K	Hold	206	–	–	﹤0.01%	604
2019 Q3	$18K	Sell	206 -105	-34%	-$8.95K	0.01%	544
2019 Q2	$24K	Buy	311 +12	+4%	+$951	0.01%	467
2019 Q1	$22K	Buy	299 +194	+185%	+$14K	0.01%	438
2018 Q4	$6K	Buy	+105	New	+$6.83K	﹤0.01%	651

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

AAMU

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

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

Berman Capital Advisors's WPC Position: Q3 2021 in Review

Berman Capital Advisors increased its W.P. Carey (WPC) stake by 1.1% in Q3 2021, buying an estimated $76 and bringing the position to 92 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Berman Capital Advisors first reported a position in WPC in Q4 2018 and has held it in 12 quarters since. The position peaked at $24K in Q2 2019. 716 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

Berman Capital Advisors held 92 shares of W.P. Carey worth $6K as of Q3 2021.
Berman Capital Advisors bought 1 W.P. Carey share in Q3 2021, an estimated $76.
W.P. Carey made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1395 holding.
Berman Capital Advisors first reported a position in W.P. Carey in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's W.P. Carey position peaked at $24K in Q2 2019.
716 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.