HI
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Human Investing’s W.P. Carey WPC Stock Holding History

Human Investing’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
Q1 		– Sell
-490
Closed -$38K – 390
2019
Q4 		$38K Hold
490
– – 0.01% 216
2019
Q3 		$43K Hold
490
– – 0.02% 217
2019
Q2 		$39K Hold
490
– – 0.01% 221
2019
Q1 		$38K Hold
490
– – 0.01% 202
2018
Q4 		$31K Buy
+490
New +$31.9K 0.01% 220

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Human Investing's WPC Position: Q1 2020 in Review

Human Investing sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 490 shares — an estimated $38K sold.

Human Investing first reported a position in WPC in Q4 2018 and held it in 5 quarters. The position peaked at $43K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Human Investing reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Human Investing sold 490 W.P. Carey shares in Q1 2020, an estimated $38K.
  • Human Investing first reported a position in W.P. Carey in Q4 2018 and held it in 5 quarters.
  • Human Investing's W.P. Carey position peaked at $43K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Human Investing's 13F filing for Q1 2020, filed 22 Apr 2020.