RMR Wealth Builders’s W.P. Carey WPC Stock Holding History

RMR Wealth Builders’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	–	Sell	-1,084	Closed	-$75K	–	713
2021 Q1	$75K	Buy	+1,084	New	+$72.7K	0.02%	309

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's WPC Position: Q2 2021 in Review

RMR Wealth Builders sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 1,084 shares — an estimated $75K sold.

RMR Wealth Builders first reported a position in WPC in Q1 2021 and held it in 1 quarter. The position peaked at $75K in Q1 2021. 698 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

RMR Wealth Builders reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,084 W.P. Carey shares in Q2 2021, an estimated $75K.
RMR Wealth Builders first reported a position in W.P. Carey in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's W.P. Carey position peaked at $75K in Q1 2021.
698 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.