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

Fiduciary Trust’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	-2,648	Closed	-$203K	–	636
2022 Q4	$203K	Buy	+2,648	New	+$199K	﹤0.01%	600
2022 Q3	–	Sell	-2,608	Closed	-$212K	–	641
2022 Q2	$212K	Buy	+2,608	New	+$210K	﹤0.01%	596
2020 Q1	–	Sell	-2,608	Closed	-$204K	–	537
2019 Q4	$204K	Buy	2,608 +205	+9%	+$17.2K	﹤0.01%	504
2019 Q3	$211K	Buy	+2,403	New	+$205K	0.01%	495

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

Fiduciary Trust's WPC Position: Q1 2023 in Review

Fiduciary Trust sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 2,648 shares — an estimated $203K sold.

Fiduciary Trust first reported a position in WPC in Q3 2019 and held it in 4 quarters. The position peaked at $212K in Q2 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Fiduciary Trust reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Fiduciary Trust sold 2,648 W.P. Carey shares in Q1 2023, an estimated $203K.
Fiduciary Trust first reported a position in W.P. Carey in Q3 2019 and held it in 4 quarters.
Fiduciary Trust's W.P. Carey position peaked at $212K in Q2 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Fiduciary Trust's 13F filing for Q1 2023, filed 15 May 2023.