Joseph P. Lucia & Associates’s W.P. Carey WPC Stock Holding History

Joseph P. Lucia & Associates’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	-102	Closed	-$7K	–	556
2021 Q3	$7K	Sell	102 -102	-50%	-$7.76K	﹤0.01%	417
2021 Q2	$15K	Buy	204 +102	+100%	+$7.47K	0.01%	352
2021 Q1	$7K	Hold	102	–	–	﹤0.01%	405
2020 Q4	$7K	Buy	+102	New	+$6.81K	﹤0.01%	369
2020 Q3	–	Sell	-204	Closed	-$14K	–	455
2020 Q2	$14K	Hold	204	–	–	0.01%	284
2020 Q1	$12K	Hold	204	–	–	0.01%	276
2019 Q4	$16K	Hold	204	–	–	0.01%	271
2019 Q3	$18K	Buy	204 +102	+100%	+$8.69K	0.02%	255
2019 Q2	$8K	Buy	+102	New	+$8.08K	0.01%	331

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

Joseph P. Lucia & Associates's WPC Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 102 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in WPC in Q2 2019 and held it in 9 quarters. The position peaked at $18K in Q3 2019. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 102 W.P. Carey shares in Q4 2021, an estimated $7K.
Joseph P. Lucia & Associates first reported a position in W.P. Carey in Q2 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's W.P. Carey position peaked at $18K in Q3 2019.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.