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

Voya 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
-9,795
Closed -$678K – 620
2021
Q1 		$678K Buy
9,795
+348
+4% +$23.3K 0.03% 358
2020
Q4 		$645K Sell
9,447
-63
-0.7% -$4.21K 0.03% 346
2020
Q3 		$607K Buy
9,510
+1,006
+12% +$67.8K 0.03% 331
2020
Q2 		$557K Sell
8,504
-4
-0% -$248 0.03% 337
2020
Q1 		$494K Sell
8,508
-1,492
-15% -$113K 0.03% 355
2019
Q4 		$774K Sell
10,000
-350
-3% -$29.3K 0.04% 310
2019
Q3 		$913K Buy
10,350
+231
+2% +$19.7K 0.05% 260
2019
Q2 		$807K Buy
10,119
+595
+6% +$47.1K 0.04% 279
2019
Q1 		$731K Buy
9,524
+301
+3% +$21.7K 0.04% 280
2018
Q4 		$589K Buy
9,223
+1,516
+20% +$98.7K 0.04% 286
2018
Q3 		$485K Sell
7,707
-103
-1% -$6.63K 0.03% 363
2018
Q2 		$506K Buy
7,810
+245
+3% +$15.5K 0.03% 315
2018
Q1 		$461K Sell
7,565
-3
-0% -$185 0.03% 333
2017
Q4 		$513K Buy
7,568
+24
+0.3% +$1.64K 0.03% 320
2017
Q3 		$507K Sell
7,544
-6,021
-44% -$401K 0.03% 313
2017
Q2 		$874K Buy
13,565
+742
+6% +$46.9K 0.06% 224
2017
Q1 		$775K Buy
12,823
+1,286
+11% +$78K 0.06% 227
2016
Q4 		$660K Buy
11,537
+3,519
+44% +$206K 0.06% 232
2016
Q3 		$514K Buy
8,018
+2,262
+39% +$151K 0.05% 239
2016
Q2 		$389K Buy
5,756
+1,615
+39% +$101K 0.05% 259
2016
Q1 		$249K Buy
4,141
+64
+2% +$3.63K 0.03% 314
2015
Q4 		$238K Buy
+4,077
New +$244K 0.04% 300

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Voya Financial Advisors sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 9,795 shares — an estimated $678K sold.

Voya Financial Advisors first reported a position in WPC in Q4 2015 and held it in 22 quarters. The position peaked at $913K in Q3 2019. 698 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

  • Voya Financial Advisors reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 9,795 W.P. Carey shares in Q2 2021, an estimated $678K.
  • Voya Financial Advisors first reported a position in W.P. Carey in Q4 2015 and held it in 22 quarters.
  • Voya Financial Advisors's W.P. Carey position peaked at $913K in Q3 2019.
  • 698 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.