Pinnacle Wealth Advisors’s W.P. Carey WPC Stock Holding History

Pinnacle Wealth Advisors’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 Q2	$839K	Buy	+11,486	New	+$841K	0.03%	224

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Advisors's WPC Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in W.P. Carey (WPC) in Q2 2021: 11,486 shares worth $839K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings.

697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Pinnacle Wealth Advisors held 11,486 shares of W.P. Carey worth $839K as of Q2 2021.
W.P. Carey was a new Pinnacle Wealth Advisors position in Q2 2021.
W.P. Carey made up 0.03% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #224 holding.
697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.