Meridian Wealth Partners’s W.P. Carey WPC Stock Holding History

Meridian Wealth Partners’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	-666	Closed	-$46K	–	1277
2021 Q1	$46K	Buy	666 +74	+13%	+$4.96K	0.01%	167
2020 Q4	$41K	Hold	592	–	–	0.02%	156
2020 Q3	$38K	Hold	592	–	–	0.02%	148
2020 Q2	$39K	Hold	592	–	–	0.02%	142
2020 Q1	$34K	Buy	592 +30	+5%	+$2.27K	0.02%	143
2019 Q4	$44K	Buy	+562	New	+$47.1K	0.03%	140

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

Meridian Wealth Partners's WPC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 666 shares — an estimated $46K sold.

Meridian Wealth Partners first reported a position in WPC in Q4 2019 and held it in 6 quarters. The position peaked at $46K in Q1 2021. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Meridian Wealth Partners reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 666 W.P. Carey shares in Q2 2021, an estimated $46K.
Meridian Wealth Partners first reported a position in W.P. Carey in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's W.P. Carey position peaked at $46K in Q1 2021.
697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.