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Investors Research Corp’s W.P. Carey WPC Stock Holding History

Investors Research Corp’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
2022
Q2 		– Sell
-237
Closed -$19K – 1157
2022
Q1 		$19K Hold
237
– – 0.01% 666
2021
Q4 		$19K Hold
237
– – 0.01% 675
2021
Q3 		$17K Buy
+237
New +$18K 0.01% 705

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investors Research Corp's WPC Position: Q2 2022 in Review

Investors Research Corp sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 237 shares — an estimated $19K sold.

Investors Research Corp first reported a position in WPC in Q3 2021 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Investors Research Corp reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Investors Research Corp sold 237 W.P. Carey shares in Q2 2022, an estimated $19K.
  • Investors Research Corp first reported a position in W.P. Carey in Q3 2021 and held it in 3 quarters.
  • Investors Research Corp's W.P. Carey position peaked at $19K in Q1 2022.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Investors Research Corp's 13F filing for Q2 2022, filed 21 Jul 2022.