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

Evermay 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
2022 Q2	–	Sell	-562	Closed	-$44K	–	569
2022 Q1	$44K	Hold	562	–	–	0.01%	312
2021 Q4	$45K	Hold	562	–	–	0.01%	293
2021 Q3	$40K	Sell	562 -204	-27%	-$15.5K	0.01%	289
2021 Q2	$56K	Buy	+766	New	+$56.1K	0.01%	272

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evermay Wealth Management's WPC Position: Q2 2022 in Review

Evermay Wealth Management sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 562 shares — an estimated $44K sold.

Evermay Wealth Management first reported a position in WPC in Q2 2021 and held it in 4 quarters. The position peaked at $56K in Q2 2021. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

Evermay Wealth Management reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
Evermay Wealth Management sold 562 W.P. Carey shares in Q2 2022, an estimated $44K.
Evermay Wealth Management first reported a position in W.P. Carey in Q2 2021 and held it in 4 quarters.
Evermay Wealth Management's W.P. Carey position peaked at $56K in Q2 2021.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.