TFO Wealth Partners’s W.P. Carey WPC Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-179	Closed	-$14K	–	178
2019 Q4	$14K	Buy	+179	New	+$15K	0.01%	119

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TFO Wealth Partners's WPC Position: Q1 2020 in Review

TFO Wealth Partners sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 179 shares — an estimated $14K sold.

TFO Wealth Partners first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

TFO Wealth Partners reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
TFO Wealth Partners sold 179 W.P. Carey shares in Q1 2020, an estimated $14K.
TFO Wealth Partners first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
TFO Wealth Partners's W.P. Carey position peaked at $14K in Q4 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.