Trustmark National Bank Trust Department’s W.P. Carey WPC Stock Holding History

Trustmark National Bank Trust Department’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
2023 Q1	–	Sell	-2,618	Closed	-$200K	–	289
2022 Q4	$200K	Sell	2,618 -1,145	-30%	-$86K	0.02%	265
2022 Q3	$257K	Buy	3,763 +1,210	+47%	+$99K	0.02%	230
2022 Q2	$207K	Hold	2,553	–	–	0.02%	251
2022 Q1	$202K	Hold	2,553	–	–	0.02%	262
2021 Q4	$205K	Buy	+2,553	New	+$195K	0.02%	254

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trustmark National Bank Trust Department's WPC Position: Q1 2023 in Review

Trustmark National Bank Trust Department sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 2,618 shares — an estimated $200K sold.

Trustmark National Bank Trust Department first reported a position in WPC in Q4 2021 and held it in 5 quarters. The position peaked at $257K in Q3 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Trustmark National Bank Trust Department reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Trustmark National Bank Trust Department sold 2,618 W.P. Carey shares in Q1 2023, an estimated $200K.
Trustmark National Bank Trust Department first reported a position in W.P. Carey in Q4 2021 and held it in 5 quarters.
Trustmark National Bank Trust Department's W.P. Carey position peaked at $257K in Q3 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2023, filed 10 May 2023.