Lenox Wealth Advisors’s W.P. Carey WPC Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-292	Closed	-$23K	–	1014
2021 Q4	$23K	Sell	292 -12	-4%	-$919	﹤0.01%	375
2021 Q3	$22K	Buy	304 +12	+4%	+$913	﹤0.01%	345
2021 Q2	$21K	Hold	292	–	–	﹤0.01%	353
2021 Q1	$20K	Hold	292	–	–	﹤0.01%	315
2020 Q4	$20K	Hold	292	–	–	﹤0.01%	324
2020 Q3	$19K	Hold	292	–	–	﹤0.01%	296
2020 Q2	$19K	Hold	292	–	–	﹤0.01%	300
2020 Q1	$17K	Hold	292	–	–	﹤0.01%	295
2019 Q4	$23K	Hold	292	–	–	﹤0.01%	313
2019 Q3	$26K	Buy	+292	New	+$24.9K	﹤0.01%	250

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

Lenox Wealth Advisors's WPC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 292 shares — an estimated $23K sold.

Lenox Wealth Advisors first reported a position in WPC in Q3 2019 and held it in 10 quarters. The position peaked at $26K in Q3 2019. 786 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

Lenox Wealth Advisors reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 292 W.P. Carey shares in Q1 2022, an estimated $23K.
Lenox Wealth Advisors first reported a position in W.P. Carey in Q3 2019 and held it in 10 quarters.
Lenox Wealth Advisors's W.P. Carey position peaked at $26K in Q3 2019.
786 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.