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

BNC 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 Q4	–	Sell	-227	Closed	-$14K	–	468
2020 Q3	$14K	Buy	+227	New	+$15.3K	0.01%	270

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNC Wealth Management's WPC Position: Q4 2020 in Review

BNC Wealth Management sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 227 shares — an estimated $14K sold.

BNC Wealth Management first reported a position in WPC in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

BNC Wealth Management reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 227 W.P. Carey shares in Q4 2020, an estimated $14K.
BNC Wealth Management first reported a position in W.P. Carey in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's W.P. Carey position peaked at $14K in Q3 2020.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.