Freedom Day Solutions’s W.P. Carey WPC Stock Holding History

Freedom Day Solutions’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 Q2	–	Sell	-19,888	Closed	-$1.13M	–	92
2020 Q1	$1.13M	Buy	19,888 +1,419	+8%	+$108K	0.96%	52
2019 Q4	$1.45M	Buy	18,469 +558	+3%	+$46.8K	0.97%	55
2019 Q3	$1.57M	Buy	17,911 +2,376	+15%	+$202K	1.14%	44
2019 Q2	$1.24M	Buy	15,535 +2,404	+18%	+$190K	0.94%	54
2019 Q1	$1.01M	Buy	13,131 +630	+5%	+$45.4K	0.83%	53
2018 Q4	$800K	Buy	12,501 +1,121	+10%	+$73K	0.84%	52
2018 Q3	$717K	Buy	11,380 +668	+6%	+$43K	0.57%	66
2018 Q2	$696K	Buy	10,712 +514	+5%	+$32.6K	0.57%	66
2018 Q1	$619K	Buy	10,198 +723	+8%	+$44.5K	0.54%	63
2017 Q4	$639K	Buy	+9,475	New	+$648K	0.54%	63

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return