D'Orazio & Associates’s W.P. Carey WPC Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-263	Closed	-$19K	–	716
2021 Q3	$19K	Buy	263 +2	+0.8%	+$152	﹤0.01%	411
2021 Q2	$19K	Sell	261 -71	-21%	-$5.2K	﹤0.01%	260
2021 Q1	$23K	Buy	+332	New	+$22.3K	0.01%	228
2018 Q1	–	Sell	-51	Closed	-$3K	–	348
2017 Q4	$3K	Hold	51	–	–	﹤0.01%	289
2017 Q3	$3K	Hold	51	–	–	﹤0.01%	246
2017 Q2	$3K	Buy	+51	New	+$3.22K	﹤0.01%	286

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

D'Orazio & Associates's WPC Position: Q4 2021 in Review

D'Orazio & Associates sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 263 shares — an estimated $19K sold.

D'Orazio & Associates first reported a position in WPC in Q2 2017 and held it in 6 quarters. The position peaked at $23K in Q1 2021. 767 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

D'Orazio & Associates reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 263 W.P. Carey shares in Q4 2021, an estimated $19K.
D'Orazio & Associates first reported a position in W.P. Carey in Q2 2017 and held it in 6 quarters.
D'Orazio & Associates's W.P. Carey position peaked at $23K in Q1 2021.
767 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.