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Safeguard Investment Advisory Group’s W.P. Carey WPC Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-575
Closed -$39K – 728
2020
Q4 		$39K Buy
+575
New +$38.4K 0.03% 227

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's WPC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 575 shares — an estimated $39K sold.

Safeguard Investment Advisory Group first reported a position in WPC in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 575 W.P. Carey shares in Q1 2021, an estimated $39K.
  • Safeguard Investment Advisory Group first reported a position in W.P. Carey in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's W.P. Carey position peaked at $39K in Q4 2020.
  • 652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.