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Taylor Hoffman Wealth Management’s W.P. Carey WPC Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q3 		– Sell
-1,399
Closed -$93K – 370
2020
Q2 		$93K Buy
+1,399
New +$86.9K 0.06% 154
2020
Q1 		– Sell
-1,663
Closed -$130K – 392
2019
Q4 		$130K Hold
1,663
– – 0.08% 142
2019
Q3 		$146K Hold
1,663
– – 0.1% 133
2019
Q2 		$132K Hold
1,663
– – 0.11% 136
2019
Q1 		$128K Sell
1,663
-280
-14% -$20.2K 0.09% 132
2018
Q4 		$124K Buy
1,943
+1,130
+139% +$73.5K 0.11% 121
2018
Q3 		$51K Hold
813
– – 0.04% 187
2018
Q2 		$53K Sell
813
-204
-20% -$12.9K 0.05% 176
2018
Q1 		$62K Buy
1,017
+31
+3% +$1.91K 0.06% 163
2017
Q4 		$67K Buy
+986
New +$67.5K 0.06% 156

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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