Manchester Financial’s W.P. Carey WPC Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-398	Closed	-$28K	–	658
2021 Q1	$28K	Hold	398	–	–	0.01%	264
2020 Q4	$28K	Buy	+398	New	+$26.6K	0.02%	231
2020 Q1	–	Sell	-408	Closed	-$32K	–	630
2019 Q4	$32K	Buy	+408	New	+$34.2K	0.01%	193
2019 Q3	–	Sell	-408	Closed	-$32K	–	441
2019 Q2	$32K	Buy	+408	New	+$32.3K	0.01%	193

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Manchester Financial's WPC Position: Q2 2021 in Review

Manchester Financial sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 398 shares — an estimated $28K sold.

Manchester Financial first reported a position in WPC in Q2 2019 and held it in 4 quarters. The position peaked at $32K in Q4 2019. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Manchester Financial reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 398 W.P. Carey shares in Q2 2021, an estimated $28K.
Manchester Financial first reported a position in W.P. Carey in Q2 2019 and held it in 4 quarters.
Manchester Financial's W.P. Carey position peaked at $32K in Q4 2019.
697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.