tru Independence’s W.P. Carey WPC Stock Holding History

tru Independence’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 Q1	–	Sell	-198	Closed	-$14	–	719
2020 Q4	$14	Hold	198	–	–	﹤0.01%	561
2020 Q3	$13K	Hold	198	–	–	﹤0.01%	270
2020 Q2	$13	Buy	+198	New	+$12.3K	﹤0.01%	563

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

tru Independence's WPC Position: Q1 2021 in Review

tru Independence sold out of W.P. Carey (WPC) in Q1 2021, closing a stake of 198 shares — an estimated $14 sold.

tru Independence first reported a position in WPC in Q2 2020 and held it in 3 quarters. The position peaked at $13K in Q3 2020. 652 funds tracked by Wall St. Rank hold WPC as of Q1 2021.

tru Independence reported no remaining W.P. Carey position as of Q1 2021 after selling out during the quarter.
tru Independence sold 198 W.P. Carey shares in Q1 2021, an estimated $14.
tru Independence first reported a position in W.P. Carey in Q2 2020 and held it in 3 quarters.
tru Independence's W.P. Carey position peaked at $13K in Q3 2020.
652 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.