Monumental Financial Group’s W.P. Carey WPC Stock Holding History

Monumental Financial Group’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 Q3	–	Sell	-108	Closed	-$8K	–	93
2021 Q2	$8K	Buy	+108	New	+$7.91K	0.01%	84

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 $3.38T AUM 44.17% 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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Monumental Financial Group's WPC Position: Q3 2021 in Review

Monumental Financial Group sold out of W.P. Carey (WPC) in Q3 2021, closing a stake of 108 shares — an estimated $8K sold.

Monumental Financial Group first reported a position in WPC in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 716 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

Monumental Financial Group reported no remaining W.P. Carey position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 108 W.P. Carey shares in Q3 2021, an estimated $8K.
Monumental Financial Group first reported a position in W.P. Carey in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's W.P. Carey position peaked at $8K in Q2 2021.
716 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.