Elmwood Wealth Management’s W.P. Carey WPC Stock Holding History

Elmwood Wealth Management’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 Q2	–	Sell	-251	Closed	-$17K	–	332
2021 Q1	$17K	Buy	+251	New	+$16.8K	0.01%	226
2020 Q3	$17K	Hold	251	–	–	0.01%	169
2020 Q2	$17K	Hold	251	–	–	0.01%	169
2020 Q1	$15.3K	Buy	+251	New	+$19K	0.01%	174
2019 Q4	–	Sell	-920	Closed	-$81K	–	251
2019 Q3	$81K	Hold	920	–	–	0.08%	100
2019 Q2	$73K	Buy	+920	New	+$72.9K	0.06%	113
2018 Q4	–	Sell	-251	Closed	-$15.8K	–	314
2018 Q3	$15.8K	Sell	251 -251	-50%	-$16.2K	0.01%	183
2018 Q2	$31.6K	Buy	502 +251	+100%	+$15.9K	0.03%	147
2018 Q1	$15.3K	Buy	+251	New	+$15.4K	0.01%	174

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elmwood Wealth Management's WPC Position: Q2 2021 in Review

Elmwood Wealth Management sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 251 shares — an estimated $17K sold.

Elmwood Wealth Management first reported a position in WPC in Q1 2018 and held it in 9 quarters. The position peaked at $81K in Q3 2019. 698 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Elmwood Wealth Management reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Elmwood Wealth Management sold 251 W.P. Carey shares in Q2 2021, an estimated $17K.
Elmwood Wealth Management first reported a position in W.P. Carey in Q1 2018 and held it in 9 quarters.
Elmwood Wealth Management's W.P. Carey position peaked at $81K in Q3 2019.
698 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.