Richwood Investment Advisors’s W.P. Carey WPC Stock Holding History

Richwood Investment 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
2022 Q1	–	Sell	-1,739	Closed	-$140K	–	255
2021 Q4	$140K	Buy	+1,739	New	+$133K	0.12%	119

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richwood Investment Advisors's WPC Position: Q1 2022 in Review

Richwood Investment Advisors sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 1,739 shares — an estimated $140K sold.

Richwood Investment Advisors first reported a position in WPC in Q4 2021 and held it in 1 quarter. The position peaked at $140K in Q4 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

Richwood Investment Advisors reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
Richwood Investment Advisors sold 1,739 W.P. Carey shares in Q1 2022, an estimated $140K.
Richwood Investment Advisors first reported a position in W.P. Carey in Q4 2021 and held it in 1 quarter.
Richwood Investment Advisors's W.P. Carey position peaked at $140K in Q4 2021.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.