CoreFirst Bank & Trust’s W.P. Carey WPC Stock Holding History

CoreFirst Bank & Trust’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
2022 Q1	–	Sell	-337	Closed	-$27K	–	421
2021 Q4	$27K	Hold	337	–	–	0.02%	314
2021 Q3	$24K	Hold	337	–	–	0.02%	332
2021 Q2	$25K	Hold	337	–	–	0.02%	336
2021 Q1	$23K	Hold	337	–	–	0.02%	338
2020 Q4	$23K	Buy	+337	New	+$22.5K	0.02%	296

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

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

Norges Bank Oslo, Norway $935B AUM

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

CoreFirst Bank & Trust's WPC Position: Q1 2022 in Review

CoreFirst Bank & Trust sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 337 shares — an estimated $27K sold.

CoreFirst Bank & Trust first reported a position in WPC in Q4 2020 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

CoreFirst Bank & Trust reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 337 W.P. Carey shares in Q1 2022, an estimated $27K.
CoreFirst Bank & Trust first reported a position in W.P. Carey in Q4 2020 and held it in 5 quarters.
CoreFirst Bank & Trust's W.P. Carey position peaked at $27K in Q4 2021.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2022, filed 16 May 2022.