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Insight Wealth Strategies’s W.P. Carey WPC Stock Holding History

Insight Wealth Strategies’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
-4,780
Closed -$375K – 199
2019
Q4 		$375K Buy
4,780
+1,379
+41% +$116K 0.08% 153
2019
Q3 		$298K Buy
+3,401
New +$290K 0.07% 151

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

Insight Wealth Strategies's WPC Position: Q1 2020 in Review

Insight Wealth Strategies sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 4,780 shares — an estimated $375K sold.

Insight Wealth Strategies first reported a position in WPC in Q3 2019 and held it in 2 quarters. The position peaked at $375K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Insight Wealth Strategies reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,780 W.P. Carey shares in Q1 2020, an estimated $375K.
  • Insight Wealth Strategies first reported a position in W.P. Carey in Q3 2019 and held it in 2 quarters.
  • Insight Wealth Strategies's W.P. Carey position peaked at $375K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.