Cahill Financial Advisors’s W.P. Carey WPC Stock Holding History

Cahill Financial 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	-2,355	Closed	-$169K	–	791
2021 Q3	$169K	Buy	+2,355	New	+$179K	0.03%	222

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

Cahill Financial Advisors's WPC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 2,355 shares — an estimated $169K sold.

Cahill Financial Advisors first reported a position in WPC in Q3 2021 and held it in 1 quarter. The position peaked at $169K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Cahill Financial Advisors reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 2,355 W.P. Carey shares in Q4 2021, an estimated $169K.
Cahill Financial Advisors first reported a position in W.P. Carey in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's W.P. Carey position peaked at $169K in Q3 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.