HFA
WPC icon

Hoover Financial Advisors’s W.P. Carey WPC Stock Holding History

Hoover Financial Advisors’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
Q2 		$54K Buy
+739
New +$54.1K 0.01% 268
2020
Q3 		– Sell
-331
Closed -$22K – 483
2020
Q2 		$22K Buy
+331
New +$20.6K 0.01% 268

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoover Financial Advisors's WPC Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in W.P. Carey (WPC) in Q2 2021: 739 shares worth $54K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Hoover Financial Advisors previously reported a position in WPC as recently as Q2 2020.

Hoover Financial Advisors first reported a position in WPC in Q2 2020 and has held it in 2 quarters since. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

  • Hoover Financial Advisors held 739 shares of W.P. Carey worth $54K as of Q2 2021.
  • W.P. Carey was a new Hoover Financial Advisors position in Q2 2021.
  • W.P. Carey made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #268 holding.
  • Hoover Financial Advisors first reported a position in W.P. Carey in Q2 2020 and has held it in 2 quarters since.
  • 697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.