FP
WPC icon

Fiduciary Planning’s W.P. Carey WPC Stock Holding History

Fiduciary Planning’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
-3,208
Closed -$229K – 67
2021
Q3 		$229K Buy
+3,208
New +$244K 0.12% 63
2021
Q2 		– Sell
-172
Closed -$12K – 278
2021
Q1 		$12K Buy
172
+4
+2% +$268 0.02% 156
2020
Q4 		$12K Buy
+168
New +$11.2K 0.02% 139

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiduciary Planning's WPC Position: Q4 2021 in Review

Fiduciary Planning sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 3,208 shares — an estimated $229K sold.

Fiduciary Planning first reported a position in WPC in Q4 2020 and held it in 3 quarters. The position peaked at $229K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

  • Fiduciary Planning reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 3,208 W.P. Carey shares in Q4 2021, an estimated $229K.
  • Fiduciary Planning first reported a position in W.P. Carey in Q4 2020 and held it in 3 quarters.
  • Fiduciary Planning's W.P. Carey position peaked at $229K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.