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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Freedom Day Solutions's WPC Position: Q2 2020 in Review

Freedom Day Solutions sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 19,888 shares — an estimated $1.13M sold.

Freedom Day Solutions first reported a position in WPC in Q4 2017 and held it in 10 quarters. The position peaked at $1.57M in Q3 2019. 611 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • Freedom Day Solutions reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
  • Freedom Day Solutions sold 19,888 W.P. Carey shares in Q2 2020, an estimated $1.13M.
  • Freedom Day Solutions first reported a position in W.P. Carey in Q4 2017 and held it in 10 quarters.
  • Freedom Day Solutions's W.P. Carey position peaked at $1.57M in Q3 2019.
  • 611 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Freedom Day Solutions's 13F filing for Q2 2020, filed 27 Jul 2020.