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Legacy Wealth Management (Mississippi)’s W.P. Carey WPC Stock Holding History

Legacy Wealth Management (Mississippi)’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 		– Sell
-3,267
Closed -$256K – 126
2019
Q4 		$256K Buy
+3,267
New +$274K 0.22% 88

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Massachusetts Financial Services
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Dimensional Fund Advisors
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s WPC Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 3,267 shares — an estimated $256K sold.

Legacy Wealth Management (Mississippi) first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $256K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 3,267 W.P. Carey shares in Q1 2020, an estimated $256K.
  • Legacy Wealth Management (Mississippi) first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s W.P. Carey position peaked at $256K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.