WMA
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Wealth Management Associates’s W.P. Carey WPC Stock Holding History

Wealth Management Associates’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
2020
Q2 		– Sell
-3,675
Closed -$209K – 153
2020
Q1 		$209K Sell
3,675
-722
-16% -$54.8K 0.21% 106
2019
Q4 		$345K Sell
4,397
-1,737
-28% -$146K 0.25% 93
2019
Q3 		$538K Buy
6,134
+1,447
+31% +$123K 0.43% 57
2019
Q2 		$373K Sell
4,687
-179
-4% -$14.2K 0.37% 60
2019
Q1 		$373K Sell
4,866
-2,508
-34% -$181K 0.41% 62
2018
Q4 		$472K Buy
+7,374
New +$480K 0.64% 38

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Management Associates's WPC Position: Q2 2020 in Review

Wealth Management Associates sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 3,675 shares — an estimated $209K sold.

Wealth Management Associates first reported a position in WPC in Q4 2018 and held it in 6 quarters. The position peaked at $538K in Q3 2019. 611 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • Wealth Management Associates reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
  • Wealth Management Associates sold 3,675 W.P. Carey shares in Q2 2020, an estimated $209K.
  • Wealth Management Associates first reported a position in W.P. Carey in Q4 2018 and held it in 6 quarters.
  • Wealth Management Associates's W.P. Carey position peaked at $538K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Wealth Management Associates's 13F filing for Q2 2020, filed 28 May 2025.