Perkins Coie Trust Company’s W.P. Carey WPC Stock Holding History

Perkins Coie Trust Company’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
2023 Q3	–	Sell	-537	Closed	-$35.5K	–	615
2023 Q2	$35.5K	Buy	+537	New	+$37.3K	0.01%	137
2021 Q4	–	Sell	-20	Closed	-$1K	–	274
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	273
2021 Q2	$1K	Buy	+20	New	+$1.46K	﹤0.01%	294

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Perkins Coie Trust Company's WPC Position: Q3 2023 in Review

Perkins Coie Trust Company sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 537 shares — an estimated $35.5K sold.

Perkins Coie Trust Company first reported a position in WPC in Q2 2021 and held it in 3 quarters. The position peaked at $35.5K in Q2 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Perkins Coie Trust Company reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 537 W.P. Carey shares in Q3 2023, an estimated $35.5K.
Perkins Coie Trust Company first reported a position in W.P. Carey in Q2 2021 and held it in 3 quarters.
Perkins Coie Trust Company's W.P. Carey position peaked at $35.5K in Q2 2023.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Perkins Coie Trust Company's 13F filing for Q3 2023, filed 11 Oct 2023.