Vigilant Capital Management’s W.P. Carey WPC Stock Holding History

Vigilant Capital Management’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	-102	Closed	-$7K	–	450
2021 Q1	$7K	Buy	+102	New	+$6.84K	﹤0.01%	332

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Vigilant Capital Management's WPC Position: Q2 2021 in Review

Vigilant Capital Management sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 102 shares — an estimated $7K sold.

Vigilant Capital Management first reported a position in WPC in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Vigilant Capital Management reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Vigilant Capital Management sold 102 W.P. Carey shares in Q2 2021, an estimated $7K.
Vigilant Capital Management first reported a position in W.P. Carey in Q1 2021 and held it in 1 quarter.
Vigilant Capital Management's W.P. Carey position peaked at $7K in Q1 2021.
697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Vigilant Capital Management's 13F filing for Q2 2021, filed 9 Jul 2021.