Kings Point Capital Management’s W.P. Carey WPC Stock Holding History

Kings Point Capital Management’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 Q1	$98K	Hold	1,244	–	–	0.01%	281
2021 Q4	$100K	Hold	1,244	–	–	0.01%	299
2021 Q3	$89K	Hold	1,244	–	–	0.01%	294
2021 Q2	$91K	Hold	1,244	–	–	0.01%	286
2021 Q1	$86K	Hold	1,244	–	–	0.01%	279
2020 Q4	$86K	Hold	1,244	–	–	0.01%	265
2020 Q3	$79K	Hold	1,244	–	–	0.01%	262
2020 Q2	$82K	Hold	1,244	–	–	0.01%	234
2020 Q1	$71K	Sell	1,244 -153	-11%	-$11.6K	0.01%	242
2019 Q4	$109K	Hold	1,397	–	–	0.02%	236
2019 Q3	$122K	Buy	1,397 +153	+12%	+$13K	0.02%	209
2019 Q2	$99K	Hold	1,244	–	–	0.02%	201
2019 Q1	$95K	Hold	1,244	–	–	0.02%	177
2018 Q4	$80K	Buy	+1,244	New	+$81K	0.02%	175

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kings Point Capital Management's WPC Position: Q1 2022 in Review

Kings Point Capital Management held its W.P. Carey (WPC) position steady in Q1 2022 at 1,244 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #281.

Kings Point Capital Management first reported a position in WPC in Q4 2018 and has held it in 14 quarters since. The position peaked at $122K in Q3 2019. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

Kings Point Capital Management held 1,244 shares of W.P. Carey worth $98K as of Q1 2022.
Kings Point Capital Management left its W.P. Carey share count unchanged in Q1 2022.
W.P. Carey made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #281 holding.
Kings Point Capital Management first reported a position in W.P. Carey in Q4 2018 and has held it in 14 quarters since.
Kings Point Capital Management's W.P. Carey position peaked at $122K in Q3 2019.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.