JOYN Advisors’s W.P. Carey WPC Stock Holding History

JOYN 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 Q1	$221K	Buy	+3,884	New	+$295K	0.07%	91
2019 Q3	–	Sell	-3,884	Closed	-$317K	–	134
2019 Q2	$317K	Buy	+3,884	New	+$308K	0.07%	80
2019 Q1	–	Sell	-1,346	Closed	-$86K	–	1422
2018 Q4	$86K	Buy	1,346 +369	+38%	+$24K	0.02%	224
2018 Q3	$62K	Hold	977	–	–	0.01%	344
2018 Q2	$64K	Buy	977 +968	+10,756%	+$61.3K	0.01%	331
2018 Q1	$1K	Buy	+9	New	+$554	﹤0.01%	1238

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JOYN Advisors's WPC Position: Q1 2020 in Review

JOYN Advisors opened a new position in W.P. Carey (WPC) in Q1 2020: 3,884 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #91 among its holdings. This is a return to the name: JOYN Advisors previously reported a position in WPC as recently as Q2 2019.

JOYN Advisors first reported a position in WPC in Q1 2018 and has held it in 6 quarters since. The position peaked at $317K in Q2 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

JOYN Advisors held 3,884 shares of W.P. Carey worth $221K as of Q1 2020.
W.P. Carey was a new JOYN Advisors position in Q1 2020.
W.P. Carey made up 0.07% of JOYN Advisors's portfolio in Q1 2020, its #91 holding.
JOYN Advisors first reported a position in W.P. Carey in Q1 2018 and has held it in 6 quarters since.
JOYN Advisors's W.P. Carey position peaked at $317K in Q2 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.