Fortis Group Advisors’s W.P. Carey WPC Stock Holding History

Fortis Group 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
2020 Q3	$14K	Buy	+221	New	+$14.9K	﹤0.01%	266

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fortis Group Advisors's WPC Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in W.P. Carey (WPC) in Q3 2020: 221 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #266 among its holdings.

604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

Fortis Group Advisors held 221 shares of W.P. Carey worth $14K as of Q3 2020.
W.P. Carey was a new Fortis Group Advisors position in Q3 2020.
W.P. Carey made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2020, its #266 holding.
604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.