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

Filbrandt 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 Q3	$52K	Buy	732 +17	+2%	+$1.29K	0.03%	87
2021 Q2	$52K	Hold	715	–	–	0.03%	87
2021 Q1	$50K	Hold	715	–	–	0.03%	86
2020 Q4	$49K	Hold	715	–	–	0.03%	86
2020 Q3	$46K	Hold	715	–	–	0.04%	87
2020 Q2	$47K	Hold	715	–	–	0.04%	119
2020 Q1	$41K	Hold	715	–	–	0.05%	83
2019 Q4	$56K	Buy	+715	New	+$59.9K	0.05%	76

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

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Filbrandt Wealth Management's WPC Position: Q3 2021 in Review

Filbrandt Wealth Management increased its W.P. Carey (WPC) stake by 2.4% in Q3 2021, buying an estimated $1.29K and bringing the position to 732 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #87.

Filbrandt Wealth Management first reported a position in WPC in Q4 2019 and has held it in 8 quarters since. The position peaked at $56K in Q4 2019. 715 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

Filbrandt Wealth Management held 732 shares of W.P. Carey worth $52K as of Q3 2021.
Filbrandt Wealth Management bought 17 W.P. Carey shares in Q3 2021, an estimated $1.29K.
W.P. Carey made up 0.03% of Filbrandt Wealth Management's portfolio in Q3 2021, its #87 holding.
Filbrandt Wealth Management first reported a position in W.P. Carey in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's W.P. Carey position peaked at $56K in Q4 2019.
715 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.