EMFO LLC’s W.P. Carey WPC Stock Holding History

EMFO LLC’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
2023 Q1	–	Sell	-204	Closed	-$15.6K	–	320
2022 Q4	$15.6K	Hold	204	–	–	0.02%	214
2022 Q3	$14K	Hold	204	–	–	0.01%	241
2022 Q2	$17K	Hold	204	–	–	0.02%	238
2022 Q1	$16K	Hold	204	–	–	0.01%	260
2021 Q4	$16K	Hold	204	–	–	0.01%	268
2021 Q3	$15K	Buy	+204	New	+$15.5K	0.01%	285

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EMFO LLC's WPC Position: Q1 2023 in Review

EMFO LLC sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 204 shares — an estimated $15.6K sold.

EMFO LLC first reported a position in WPC in Q3 2021 and held it in 6 quarters. The position peaked at $17K in Q2 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

EMFO LLC reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
EMFO LLC sold 204 W.P. Carey shares in Q1 2023, an estimated $15.6K.
EMFO LLC first reported a position in W.P. Carey in Q3 2021 and held it in 6 quarters.
EMFO LLC's W.P. Carey position peaked at $17K in Q2 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on EMFO LLC's 13F filing for Q1 2023, filed 8 May 2023.