GFPC
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Global Financial Private Client’s W.P. Carey WPC Stock Holding History

Global Financial Private Client’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
Q4 		– Sell
-54
Closed -$3.55K – 595
2020
Q3 		$3.55K Hold
54
– – ﹤0.01% 364
2020
Q2 		$3.65K Hold
54
– – ﹤0.01% 406
2020
Q1 		$2.9K Hold
54
– – ﹤0.01% 423
2019
Q4 		$4.24K Buy
+54
New +$4.53K ﹤0.01% 424

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Global Financial Private Client's WPC Position: Q4 2020 in Review

Global Financial Private Client sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 54 shares — an estimated $3.55K sold.

Global Financial Private Client first reported a position in WPC in Q4 2019 and held it in 4 quarters. The position peaked at $4.24K in Q4 2019. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • Global Financial Private Client reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
  • Global Financial Private Client sold 54 W.P. Carey shares in Q4 2020, an estimated $3.55K.
  • Global Financial Private Client first reported a position in W.P. Carey in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's W.P. Carey position peaked at $4.24K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.