Freestone Capital Holdings’s W.P. Carey WPC Stock Holding History

Freestone Capital Holdings’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
2021 Q1	–	Sell	-804	Closed	-$55.5K	–	1139
2020 Q4	$55.5K	Buy	+804	New	+$53.7K	﹤0.01%	542

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freestone Capital Holdings's WPC Position: Q1 2021 in Review

Freestone Capital Holdings sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 804 shares — an estimated $55.5K sold.

Freestone Capital Holdings first reported a position in WPC in Q4 2020 and held it in 1 quarter. The position peaked at $55.5K in Q4 2020. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

Freestone Capital Holdings reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
Freestone Capital Holdings sold 804 W.P. Carey shares in Q1 2021, an estimated $55.5K.
Freestone Capital Holdings first reported a position in W.P. Carey in Q4 2020 and held it in 1 quarter.
Freestone Capital Holdings's W.P. Carey position peaked at $55.5K in Q4 2020.
652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.