Meristem Family Wealth’s W.P. Carey WPC Stock Holding History

Meristem Family Wealth’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 Q4	–	Sell	-3,284	Closed	-$235K	–	438
2021 Q3	$235K	Buy	+3,284	New	+$250K	0.02%	358

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Meristem Family Wealth's WPC Position: Q4 2021 in Review

Meristem Family Wealth sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 3,284 shares — an estimated $235K sold.

Meristem Family Wealth first reported a position in WPC in Q3 2021 and held it in 1 quarter. The position peaked at $235K in Q3 2021. 767 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Meristem Family Wealth reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Meristem Family Wealth sold 3,284 W.P. Carey shares in Q4 2021, an estimated $235K.
Meristem Family Wealth first reported a position in W.P. Carey in Q3 2021 and held it in 1 quarter.
Meristem Family Wealth's W.P. Carey position peaked at $235K in Q3 2021.
767 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.