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CSat Investment Advisory’s W.P. Carey WPC Stock Holding History

CSat Investment Advisory’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
-489
Closed -$31K – 970
2020
Q3 		$31K Buy
489
+43
+10% +$2.9K ﹤0.01% 759
2020
Q2 		$30K Buy
446
+24
+6% +$1.49K ﹤0.01% 747
2020
Q1 		$24K Buy
422
+25
+6% +$1.9K 0.01% 695
2019
Q4 		$31K Buy
397
+107
+37% +$8.96K 0.01% 686
2019
Q3 		$25K Buy
290
+25
+9% +$2.13K 0.01% 670
2019
Q2 		$21K Buy
+265
New +$21K 0.01% 682

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CSat Investment Advisory's WPC Position: Q4 2020 in Review

CSat Investment Advisory sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 489 shares — an estimated $31K sold.

CSat Investment Advisory first reported a position in WPC in Q2 2019 and held it in 6 quarters. The position peaked at $31K in Q3 2020. 638 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • CSat Investment Advisory reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 489 W.P. Carey shares in Q4 2020, an estimated $31K.
  • CSat Investment Advisory first reported a position in W.P. Carey in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's W.P. Carey position peaked at $31K in Q3 2020.
  • 638 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.