Financial Engines Advisors’s W.P. Carey WPC Stock Holding History

Financial Engines Advisors’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	-8,775	Closed	-$636K	–	313
2021 Q3	$636K	Buy	8,775 +571	+7%	+$43.5K	﹤0.01%	148
2021 Q2	$608K	Hold	8,204	–	–	﹤0.01%	127
2021 Q1	$577K	Sell	8,204 -6	-0.1%	-$402	﹤0.01%	153
2020 Q4	$576K	Sell	8,210 -300	-4%	-$20K	﹤0.01%	153
2020 Q3	$551K	Buy	+8,510	New	+$573K	﹤0.01%	153

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Engines Advisors's WPC Position: Q4 2021 in Review

Financial Engines Advisors sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 8,775 shares — an estimated $636K sold.

Financial Engines Advisors first reported a position in WPC in Q3 2020 and held it in 5 quarters. The position peaked at $636K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Financial Engines Advisors reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Financial Engines Advisors sold 8,775 W.P. Carey shares in Q4 2021, an estimated $636K.
Financial Engines Advisors first reported a position in W.P. Carey in Q3 2020 and held it in 5 quarters.
Financial Engines Advisors's W.P. Carey position peaked at $636K in Q3 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.