Nachman Norwood & Parrott’s W.P. Carey WPC Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-204	Closed	-$13K	–	1048
2020 Q3	$13K	Buy	+204	New	+$13.7K	﹤0.01%	708

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nachman Norwood & Parrott's WPC Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 204 shares — an estimated $13K sold.

Nachman Norwood & Parrott first reported a position in WPC in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Nachman Norwood & Parrott reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 204 W.P. Carey shares in Q4 2020, an estimated $13K.
Nachman Norwood & Parrott first reported a position in W.P. Carey in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's W.P. Carey position peaked at $13K in Q3 2020.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.