Sterling Financial Planning’s W.P. Carey WPC Stock Holding History

Sterling Financial Planning’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	-382	Closed	-$27K	–	404
2021 Q3	$27K	Buy	+382	New	+$29.1K	0.02%	238

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

Sterling Financial Planning's WPC Position: Q4 2021 in Review

Sterling Financial Planning sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 382 shares — an estimated $27K sold.

Sterling Financial Planning first reported a position in WPC in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Sterling Financial Planning reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 382 W.P. Carey shares in Q4 2021, an estimated $27K.
Sterling Financial Planning first reported a position in W.P. Carey in Q3 2021 and held it in 1 quarter.
Sterling Financial Planning's W.P. Carey position peaked at $27K in Q3 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.