Simon Quick Advisors’s W.P. Carey WPC Stock Holding History

Simon Quick 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 Q4	–	Sell	-1,076	Closed	-$76K	–	423
2021 Q3	$76K	Buy	1,076 +14	+1%	+$1.07K	0.02%	199
2021 Q2	$77K	Buy	1,062 +15	+1%	+$1.1K	0.02%	177
2021 Q1	$72K	Buy	+1,047	New	+$70.2K	0.02%	188
2020 Q2	–	Sell	-20	Closed	-$1K	–	507
2020 Q1	$1K	Buy	+20	New	+$1.52K	﹤0.01%	465

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simon Quick Advisors's WPC Position: Q4 2021 in Review

Simon Quick Advisors sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 1,076 shares — an estimated $76K sold.

Simon Quick Advisors first reported a position in WPC in Q1 2020 and held it in 4 quarters. The position peaked at $77K in Q2 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Simon Quick Advisors reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Simon Quick Advisors sold 1,076 W.P. Carey shares in Q4 2021, an estimated $76K.
Simon Quick Advisors first reported a position in W.P. Carey in Q1 2020 and held it in 4 quarters.
Simon Quick Advisors's W.P. Carey position peaked at $77K in Q2 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.