WealthShield Partners’s W.P. Carey WPC Stock Holding History

WealthShield Partners’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	–	Sell	-743	Closed	-$54K	–	750
2021 Q2	$54K	Buy	743 +536	+259%	+$39.2K	0.01%	466
2021 Q1	$4K	Buy	+207	New	+$13.9K	﹤0.01%	1011

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

Norges Bank Oslo, Norway $935B AUM

AAMU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthShield Partners's WPC Position: Q3 2021 in Review

WealthShield Partners sold out of W.P. Carey (WPC) in Q3 2021, closing a stake of 743 shares — an estimated $54K sold.

WealthShield Partners first reported a position in WPC in Q1 2021 and held it in 2 quarters. The position peaked at $54K in Q2 2021. 715 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

WealthShield Partners reported no remaining W.P. Carey position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 743 W.P. Carey shares in Q3 2021, an estimated $54K.
WealthShield Partners first reported a position in W.P. Carey in Q1 2021 and held it in 2 quarters.
WealthShield Partners's W.P. Carey position peaked at $54K in Q2 2021.
715 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.