COWA LLC’s W.P. Carey WPC Stock Holding History

COWA LLC’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	-511	Closed	-$35K	–	414
2020 Q4	$35K	Buy	+511	New	+$34.1K	0.03%	223

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

COWA LLC's WPC Position: Q1 2021 in Review

COWA LLC sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 511 shares — an estimated $35K sold.

COWA LLC first reported a position in WPC in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

COWA LLC reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
COWA LLC sold 511 W.P. Carey shares in Q1 2021, an estimated $35K.
COWA LLC first reported a position in W.P. Carey in Q4 2020 and held it in 1 quarter.
COWA LLC's W.P. Carey position peaked at $35K in Q4 2020.
652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on COWA LLC's 13F filing for Q1 2021, filed 5 May 2021.