Dixon Hughes Goodman Wealth Advisors’s W.P. Carey WPC Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$99K	Buy	+1,246	New	+$95.6K	0.03%	241

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

Dixon Hughes Goodman Wealth Advisors's WPC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors opened a new position in W.P. Carey (WPC) in Q1 2022: 1,246 shares worth $99K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings.

785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 1,246 shares of W.P. Carey worth $99K as of Q1 2022.
W.P. Carey was a new Dixon Hughes Goodman Wealth Advisors position in Q1 2022.
W.P. Carey made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #241 holding.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.