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

Blue Chip 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
2020 Q3	$318K	Buy	4,977 +2	+0%	+$135	0.25%	77
2020 Q2	$330K	Buy	4,975 +1	+0%	+$62	0.31%	71
2020 Q1	$283K	Sell	4,974 -202	-4%	-$15.3K	0.35%	66
2019 Q4	$406K	Buy	5,176 +1	+0%	+$84	0.38%	64
2019 Q3	$454K	Buy	5,175 +1	+0%	+$85	0.47%	56
2019 Q2	$411K	Buy	5,174 +2	+0%	+$158	0.43%	56
2019 Q1	$397K	Buy	5,172 +138	+3%	+$9.94K	0.45%	59
2018 Q4	$322K	Buy	5,034 +256	+5%	+$16.7K	0.42%	62
2018 Q3	$301K	Sell	4,778 -307	-6%	-$19.8K	0.3%	79
2018 Q2	$330K	Buy	5,085 +103	+2%	+$6.53K	0.36%	74
2018 Q1	$303K	Buy	+4,982	New	+$307K	0.31%	73

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Blue Chip Wealth Management's WPC Position: Q3 2020 in Review

Blue Chip Wealth Management increased its W.P. Carey (WPC) stake by 0.04% in Q3 2020, buying an estimated $135 and bringing the position to 4,977 shares worth $318K. The position accounts for 0.25% of the portfolio, ranked #77.

Blue Chip Wealth Management first reported a position in WPC in Q1 2018 and has held it in 11 quarters since. The position peaked at $454K in Q3 2019. 605 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

Blue Chip Wealth Management held 4,977 shares of W.P. Carey worth $318K as of Q3 2020.
Blue Chip Wealth Management bought 2 W.P. Carey shares in Q3 2020, an estimated $135.
W.P. Carey made up 0.25% of Blue Chip Wealth Management's portfolio in Q3 2020, its #77 holding.
Blue Chip Wealth Management first reported a position in W.P. Carey in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's W.P. Carey position peaked at $454K in Q3 2019.
605 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.