Independence Wealth Advisors’s W.P. Carey WPC Stock Holding History

Independence Wealth 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
2020 Q4	$509K	Hold	7,364	–	–	1.14%	10
2020 Q3	$469K	Sell	7,364 -376	-5%	-$25.3K	1.21%	10
2020 Q2	$513K	Buy	7,740 +6	+0.1%	+$373	1.23%	14
2020 Q1	$440K	Sell	7,734 -1,898	-20%	-$144K	0.53%	19
2019 Q4	$755K	Buy	9,632 +4	+0%	+$335	0.73%	18
2019 Q3	$844K	Buy	9,628 +4	+0%	+$341	0.89%	19
2019 Q2	$765K	Buy	9,624 +5	+0.1%	+$396	0.75%	19
2019 Q1	$738K	Buy	9,619 +5	+0.1%	+$360	0.8%	18
2018 Q4	$615K	Buy	9,614 +639	+7%	+$41.6K	0.74%	18
2018 Q3	$565K	Hold	8,975	–	–	0.57%	17
2018 Q2	$583K	Hold	8,975	–	–	0.61%	17
2018 Q1	$545K	Hold	8,975	–	–	0.5%	22
2017 Q4	$606K	Buy	+8,975	New	+$614K	0.55%	21

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Independence Wealth Advisors's WPC Position: Q4 2020 in Review

Independence Wealth Advisors held its W.P. Carey (WPC) position steady in Q4 2020 at 7,364 shares worth $509K. The position accounts for 1.14% of the portfolio, ranked #10.

Independence Wealth Advisors first reported a position in WPC in Q4 2017 and has held it in 13 quarters since. The position peaked at $844K in Q3 2019. 638 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Independence Wealth Advisors held 7,364 shares of W.P. Carey worth $509K as of Q4 2020.
Independence Wealth Advisors left its W.P. Carey share count unchanged in Q4 2020.
W.P. Carey made up 1.14% of Independence Wealth Advisors's portfolio in Q4 2020, its #10 holding.
Independence Wealth Advisors first reported a position in W.P. Carey in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's W.P. Carey position peaked at $844K in Q3 2019.
638 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.