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Parsec Financial Management’s W.P. Carey WPC Stock Holding History

Parsec Financial Management’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
2019
Q4 		– Sell
-2,425
Closed -$213K – 263
2019
Q3 		$213K Buy
+2,425
New +$207K 0.01% 226

Other funds holding WPC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parsec Financial Management's WPC Position: Q4 2019 in Review

Parsec Financial Management sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 2,425 shares — an estimated $213K sold.

Parsec Financial Management first reported a position in WPC in Q3 2019 and held it in 1 quarter. The position peaked at $213K in Q3 2019. 641 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

  • Parsec Financial Management reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
  • Parsec Financial Management sold 2,425 W.P. Carey shares in Q4 2019, an estimated $213K.
  • Parsec Financial Management first reported a position in W.P. Carey in Q3 2019 and held it in 1 quarter.
  • Parsec Financial Management's W.P. Carey position peaked at $213K in Q3 2019.
  • 641 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Parsec Financial Management's 13F filing for Q4 2019, filed 29 Jan 2020.