Disciplined Investments’s W.P. Carey WPC Stock Holding History

Disciplined Investments’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	-85	Closed	-$5K	–	419
2020 Q3	$5K	Buy	+85	New	+$5.73K	﹤0.01%	305

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

Disciplined Investments's WPC Position: Q4 2020 in Review

Disciplined Investments sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 85 shares — an estimated $5K sold.

Disciplined Investments first reported a position in WPC in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Disciplined Investments reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
Disciplined Investments sold 85 W.P. Carey shares in Q4 2020, an estimated $5K.
Disciplined Investments first reported a position in W.P. Carey in Q3 2020 and held it in 1 quarter.
Disciplined Investments's W.P. Carey position peaked at $5K in Q3 2020.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.