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Prio Wealth Limited Partnership’s W.P. Carey WPC Stock Holding History

Prio Wealth Limited Partnership’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
Q1 		– Sell
-3,165
Closed -$248K – 255
2019
Q4 		$248K Hold
3,165
– – 0.01% 239
2019
Q3 		$277K Buy
+3,165
New +$270K 0.01% 221
2015
Q1 		– Sell
-3,063
Closed -$210K – 260
2014
Q4 		$210K Buy
+3,063
New +$202K 0.01% 249

Other funds holding WPC

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BlackRock
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Prio Wealth Limited Partnership's WPC Position: Q1 2020 in Review

Prio Wealth Limited Partnership sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 3,165 shares — an estimated $248K sold.

Prio Wealth Limited Partnership first reported a position in WPC in Q4 2014 and held it in 3 quarters. The position peaked at $277K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Prio Wealth Limited Partnership reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 3,165 W.P. Carey shares in Q1 2020, an estimated $248K.
  • Prio Wealth Limited Partnership first reported a position in W.P. Carey in Q4 2014 and held it in 3 quarters.
  • Prio Wealth Limited Partnership's W.P. Carey position peaked at $277K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2020, filed 13 May 2020.