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Lionsbridge Wealth Management’s W.P. Carey WPC Stock Holding History

Lionsbridge Wealth 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
2020
Q1 		– Sell
-453
Closed -$35K – 323
2019
Q4 		$35K Buy
+453
New +$38K 0.03% 76

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Lionsbridge Wealth Management's WPC Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 453 shares — an estimated $35K sold.

Lionsbridge Wealth Management first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 453 W.P. Carey shares in Q1 2020, an estimated $35K.
  • Lionsbridge Wealth Management first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's W.P. Carey position peaked at $35K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.