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Northwest Investment Counselors’s W.P. Carey WPC Stock Holding History

Northwest Investment Counselors’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
2022
Q2 		– Sell
-39
Closed -$3K – 615
2022
Q1 		$3K Buy
+39
New +$2.99K ﹤0.01% 533

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Investment Counselors's WPC Position: Q2 2022 in Review

Northwest Investment Counselors sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 39 shares — an estimated $3K sold.

Northwest Investment Counselors first reported a position in WPC in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Northwest Investment Counselors reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 39 W.P. Carey shares in Q2 2022, an estimated $3K.
  • Northwest Investment Counselors first reported a position in W.P. Carey in Q1 2022 and held it in 1 quarter.
  • Northwest Investment Counselors's W.P. Carey position peaked at $3K in Q1 2022.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Northwest Investment Counselors's 13F filing for Q2 2022, filed 26 Jul 2022.