Ironwood Financial’s W.P. Carey WPC Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-982	Closed	-$70K	–	546
2021 Q3	$70K	Hold	982	–	–	0.02%	174
2021 Q2	$72K	Hold	982	–	–	0.02%	165
2021 Q1	$68K	Hold	982	–	–	0.02%	156
2020 Q4	$68K	Hold	982	–	–	0.03%	149
2020 Q3	$63K	Hold	982	–	–	0.03%	106
2020 Q2	$65K	Hold	982	–	–	0.04%	97
2020 Q1	$56K	Hold	982	–	–	0.04%	79
2019 Q4	$77K	Hold	982	–	–	0.04%	85
2019 Q3	$86K	Hold	982	–	–	0.04%	84
2019 Q2	$78K	Hold	982	–	–	0.04%	87
2019 Q1	$75K	Hold	982	–	–	0.04%	88
2018 Q4	$63K	Buy	+982	New	+$63.9K	0.04%	89

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ironwood Financial's WPC Position: Q4 2021 in Review

Ironwood Financial sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 982 shares — an estimated $70K sold.

Ironwood Financial first reported a position in WPC in Q4 2018 and held it in 12 quarters. The position peaked at $86K in Q3 2019. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Ironwood Financial reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 982 W.P. Carey shares in Q4 2021, an estimated $70K.
Ironwood Financial first reported a position in W.P. Carey in Q4 2018 and held it in 12 quarters.
Ironwood Financial's W.P. Carey position peaked at $86K in Q3 2019.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.