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Ford Financial Group’s W.P. Carey WPC Stock Holding History

Ford Financial Group’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
-237
Closed -$19 – 513
2021
Q4 		$19 Buy
+237
New +$18.1K ﹤0.01% 294
2021
Q3 		– Sell
-237
Closed -$17K – 555
2021
Q2 		$17K Buy
+237
New +$17.3K 0.01% 303
2018
Q1 		– Sell
-237
Closed -$15K – 386
2017
Q4 		$15K Buy
+237
New +$16.2K 0.01% 172

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ford Financial Group's WPC Position: Q1 2022 in Review

Ford Financial Group sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 237 shares — an estimated $19 sold.

Ford Financial Group first reported a position in WPC in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

  • Ford Financial Group reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 237 W.P. Carey shares in Q1 2022, an estimated $19.
  • Ford Financial Group first reported a position in W.P. Carey in Q4 2017 and held it in 3 quarters.
  • Ford Financial Group's W.P. Carey position peaked at $17K in Q2 2021.
  • 785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.