FSB Premier Wealth Management’s W.P. Carey WPC Stock Holding History

FSB Premier Wealth Management’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 Q1	–	Sell	-62	Closed	-$5K	–	507
2021 Q4	$5K	Buy	+62	New	+$4.75K	﹤0.01%	459

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

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

Norges Bank Oslo, Norway $935B AUM

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

FSB Premier Wealth Management's WPC Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 62 shares — an estimated $5K sold.

FSB Premier Wealth Management first reported a position in WPC in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

FSB Premier Wealth Management reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
FSB Premier Wealth Management sold 62 W.P. Carey shares in Q1 2022, an estimated $5K.
FSB Premier Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 1 quarter.
FSB Premier Wealth Management's W.P. Carey position peaked at $5K in Q4 2021.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.