Future Financial Wealth Management’s W.P. Carey WPC Stock Holding History

Future Financial 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 Q2	–	Sell	-204	Closed	-$16K	–	486
2022 Q1	$16K	Hold	204	–	–	0.01%	391
2021 Q4	$16K	Buy	+204	New	+$15.6K	0.01%	389

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Future Financial Wealth Management's WPC Position: Q2 2022 in Review

Future Financial Wealth Management sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 204 shares — an estimated $16K sold.

Future Financial Wealth Management first reported a position in WPC in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

Future Financial Wealth Management reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 204 W.P. Carey shares in Q2 2022, an estimated $16K.
Future Financial Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's W.P. Carey position peaked at $16K in Q1 2022.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.