FourThought Financial’s W.P. Carey WPC Stock Holding History

FourThought Financial’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 Q3	$115K	Hold	1,685	–	–	0.02%	409
2022 Q2	$137K	Sell	1,685 -382	-18%	-$30.8K	0.02%	367
2022 Q1	$164K	Sell	2,067 -1,045	-34%	-$80.2K	0.02%	369
2021 Q4	$250K	Hold	3,112	–	–	0.03%	308
2021 Q3	$222K	Hold	3,112	–	–	0.03%	325
2021 Q2	$227K	Hold	3,112	–	–	0.03%	328
2021 Q1	$215K	Sell	3,112 -725	-19%	-$48.6K	0.03%	340
2020 Q4	$265K	Buy	+3,837	New	+$256K	0.04%	291

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

FourThought Financial's WPC Position: Q3 2022 in Review

FourThought Financial held its W.P. Carey (WPC) position steady in Q3 2022 at 1,685 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #409.

FourThought Financial first reported a position in WPC in Q4 2020 and has held it in 8 quarters since. The position peaked at $265K in Q4 2020. 799 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

FourThought Financial held 1,685 shares of W.P. Carey worth $115K as of Q3 2022.
FourThought Financial left its W.P. Carey share count unchanged in Q3 2022.
W.P. Carey made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #409 holding.
FourThought Financial first reported a position in W.P. Carey in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's W.P. Carey position peaked at $265K in Q4 2020.
799 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.