FinTrust Capital Advisors’s W.P. Carey WPC Stock Holding History

FinTrust Capital 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
2022 Q1	–	Sell	-64	Closed	-$5K	–	1303
2021 Q4	$5K	Buy	64 +1	+2%	+$77	﹤0.01%	1032
2021 Q3	$5K	Buy	63 +1	+2%	+$76	﹤0.01%	1036
2021 Q2	$5K	Buy	+62	New	+$4.54K	﹤0.01%	1057
2020 Q1	–	Sell	-487	Closed	-$38K	–	1187
2019 Q4	$38K	Buy	487 +6	+1%	+$503	0.02%	495
2019 Q3	$42K	Buy	481 +5	+1%	+$426	0.01%	485
2019 Q2	$38K	Buy	476 +6	+1%	+$475	0.02%	470
2019 Q1	$36K	Buy	470 +7	+2%	+$504	0.02%	456
2018 Q4	$30K	Buy	+463	New	+$30.1K	0.01%	492

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's WPC Position: Q1 2022 in Review

FinTrust Capital Advisors sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 64 shares — an estimated $5K sold.

FinTrust Capital Advisors first reported a position in WPC in Q4 2018 and held it in 8 quarters. The position peaked at $42K in Q3 2019. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

FinTrust Capital Advisors reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 64 W.P. Carey shares in Q1 2022, an estimated $5K.
FinTrust Capital Advisors first reported a position in W.P. Carey in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's W.P. Carey position peaked at $42K in Q3 2019.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on FinTrust Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.