Lucia Wealth Services’s W.P. Carey WPC Stock Holding History

Lucia Wealth Services’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 Q3	$112K	Buy	1,758 +490	+39%	+$33K	0.03%	144
2020 Q2	$84K	Sell	1,268 -327	-21%	-$20.3K	0.02%	146
2020 Q1	$91K	Buy	1,595 +75	+5%	+$5.69K	0.03%	150
2019 Q4	$119K	Sell	1,520 -667	-30%	-$55.9K	0.04%	131
2019 Q3	$192K	Buy	2,187 +73	+3%	+$6.22K	0.06%	104
2019 Q2	$168K	Sell	2,114 -3,622	-63%	-$287K	0.06%	111
2019 Q1	$440K	Buy	5,736 +733	+15%	+$52.8K	0.15%	98
2018 Q4	$320K	Buy	+5,003	New	+$326K	0.15%	93

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Lucia Wealth Services's WPC Position: Q3 2020 in Review

Lucia Wealth Services increased its W.P. Carey (WPC) stake by 39% in Q3 2020, buying an estimated $33K and bringing the position to 1,758 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #144.

Lucia Wealth Services first reported a position in WPC in Q4 2018 and has held it in 8 quarters since. The position peaked at $440K in Q1 2019. 604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

Lucia Wealth Services held 1,758 shares of W.P. Carey worth $112K as of Q3 2020.
Lucia Wealth Services bought 490 W.P. Carey shares in Q3 2020, an estimated $33K.
W.P. Carey made up 0.03% of Lucia Wealth Services's portfolio in Q3 2020, its #144 holding.
Lucia Wealth Services first reported a position in W.P. Carey in Q4 2018 and has held it in 8 quarters since.
Lucia Wealth Services's W.P. Carey position peaked at $440K in Q1 2019.
604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.