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

TPG 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
2021
Q2 		– Sell
-3,989
Closed -$276K – 41
2021
Q1 		$276K Hold
3,989
– – 0.19% 36
2020
Q4 		$276K Hold
3,989
– – 0.21% 33
2020
Q3 		$255K Hold
3,989
– – 0.22% 34
2020
Q2 		$264K Hold
3,989
– – 0.24% 32
2020
Q1 		$227K Sell
3,989
-521
-12% -$39.5K 0.23% 40
2019
Q4 		$354K Buy
4,510
+276
+7% +$23.1K 0.29% 39
2019
Q3 		$371K Buy
4,234
+214
+5% +$18.2K 0.33% 37
2019
Q2 		$325K Sell
4,020
-686
-15% -$54.3K 0.3% 34
2019
Q1 		$359K Buy
+4,706
New +$339K 0.35% 32

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TPG Financial Advisors's WPC Position: Q2 2021 in Review

TPG Financial Advisors sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 3,989 shares — an estimated $276K sold.

TPG Financial Advisors first reported a position in WPC in Q1 2019 and held it in 9 quarters. The position peaked at $371K in Q3 2019. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

  • TPG Financial Advisors reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
  • TPG Financial Advisors sold 3,989 W.P. Carey shares in Q2 2021, an estimated $276K.
  • TPG Financial Advisors first reported a position in W.P. Carey in Q1 2019 and held it in 9 quarters.
  • TPG Financial Advisors's W.P. Carey position peaked at $371K in Q3 2019.
  • 697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on TPG Financial Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.