Blue Chip Partners’s W.P. Carey WPC Stock Holding History

Blue Chip Partners’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 Q1	–	Sell	-1,854	Closed	-$128K	–	167
2020 Q4	$128K	Buy	1,854 +20	+1%	+$1.34K	0.02%	134
2020 Q3	$117K	Sell	1,834 -2,803	-60%	-$189K	0.02%	127
2020 Q2	$307K	Sell	4,637 -5,150	-53%	-$320K	0.06%	80
2020 Q1	$557K	Buy	9,787 +4,643	+90%	+$352K	0.14%	66
2019 Q4	$403K	Buy	5,144 +3,660	+247%	+$307K	0.08%	101
2019 Q3	$130K	Buy	+1,484	New	+$126K	0.03%	132

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Chip Partners's WPC Position: Q1 2021 in Review

Blue Chip Partners sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 1,854 shares — an estimated $128K sold.

Blue Chip Partners first reported a position in WPC in Q3 2019 and held it in 6 quarters. The position peaked at $557K in Q1 2020. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

Blue Chip Partners reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
Blue Chip Partners sold 1,854 W.P. Carey shares in Q1 2021, an estimated $128K.
Blue Chip Partners first reported a position in W.P. Carey in Q3 2019 and held it in 6 quarters.
Blue Chip Partners's W.P. Carey position peaked at $557K in Q1 2020.
652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on Blue Chip Partners's 13F filing for Q1 2021, filed 4 May 2021.