FormulaFolio Investments’s W.P. Carey WPC Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-3,901	Closed	-$270K	–	815
2020 Q4	$270K	Buy	+3,901	New	+$261K	0.01%	551
2019 Q4	–	Sell	-3,543	Closed	-$311K	–	391
2019 Q3	$311K	Sell	3,543 -254	-7%	-$21.6K	0.01%	278
2019 Q2	$302K	Sell	3,797 -435	-10%	-$34.5K	0.01%	271
2019 Q1	$325K	Buy	+4,232	New	+$305K	0.01%	254
2018 Q2	–	Sell	-7,173	Closed	-$435K	–	331
2018 Q1	$435K	Buy	+7,173	New	+$441K	0.03%	186

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FormulaFolio Investments's WPC Position: Q1 2021 in Review

FormulaFolio Investments sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 3,901 shares — an estimated $270K sold.

FormulaFolio Investments first reported a position in WPC in Q1 2018 and held it in 5 quarters. The position peaked at $435K in Q1 2018. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

FormulaFolio Investments reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 3,901 W.P. Carey shares in Q1 2021, an estimated $270K.
FormulaFolio Investments first reported a position in W.P. Carey in Q1 2018 and held it in 5 quarters.
FormulaFolio Investments's W.P. Carey position peaked at $435K in Q1 2018.
652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.