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Tobias Financial Advisors’s W.P. Carey WPC Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-1,559
Closed -$122K – 296
2019
Q4 		$122K Buy
+1,559
New +$131K 0.08% 64

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Geode Capital Management
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Tobias Financial Advisors's WPC Position: Q1 2020 in Review

Tobias Financial Advisors sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 1,559 shares — an estimated $122K sold.

Tobias Financial Advisors first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $122K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Tobias Financial Advisors reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,559 W.P. Carey shares in Q1 2020, an estimated $122K.
  • Tobias Financial Advisors first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's W.P. Carey position peaked at $122K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.