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Freedman Financial Associates’s W.P. Carey WPC Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-245
Closed -$19K – 441
2022
Q1 		$19K Hold
245
– – 0.01% 305
2021
Q4 		$20K Hold
245
– – 0.01% 289
2021
Q3 		$18K Hold
245
– – 0.01% 302
2021
Q2 		$18K Hold
245
– – 0.01% 300
2021
Q1 		$17K Hold
245
– – 0.01% 312
2020
Q4 		$17K Buy
+245
New +$16.4K 0.02% 309

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State Street
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedman Financial Associates's WPC Position: Q2 2022 in Review

Freedman Financial Associates sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 245 shares — an estimated $19K sold.

Freedman Financial Associates first reported a position in WPC in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q4 2021. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Freedman Financial Associates reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 245 W.P. Carey shares in Q2 2022, an estimated $19K.
  • Freedman Financial Associates first reported a position in W.P. Carey in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's W.P. Carey position peaked at $20K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.