WQ
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Wealth Quarterback’s W.P. Carey WPC Stock Holding History

Wealth Quarterback’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
Q3 		$2K Sell
21
-146
-87% -$11.1K ﹤0.01% 750
2021
Q2 		$13K Buy
+167
New +$12.2K 0.01% 423
2020
Q2 		– Sell
-33
Closed -$1.89K – 792
2020
Q1 		$1.89K Hold
33
– – ﹤0.01% 754
2019
Q4 		$2.57K Buy
+33
New +$2.77K ﹤0.01% 730

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Quarterback's WPC Position: Q3 2021 in Review

Wealth Quarterback reduced its W.P. Carey (WPC) stake by 87% in Q3 2021, selling an estimated $11.1K and leaving 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Wealth Quarterback first reported a position in WPC in Q4 2019 and has held it in 4 quarters since. The position peaked at $13K in Q2 2021. 715 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

  • Wealth Quarterback held 21 shares of W.P. Carey worth $2K as of Q3 2021.
  • Wealth Quarterback sold 146 W.P. Carey shares in Q3 2021, an estimated $11.1K.
  • W.P. Carey made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #750 holding.
  • Wealth Quarterback first reported a position in W.P. Carey in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's W.P. Carey position peaked at $13K in Q2 2021.
  • 715 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.