West Family Investments’s W.P. Carey WPC Stock Holding History

West Family Investments’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 Q4	–	Sell	-3,765	Closed	-$269K	–	376
2021 Q3	$269K	Buy	3,765 +118	+3%	+$8.98K	0.07%	235
2021 Q2	$267K	Buy	+3,647	New	+$267K	0.07%	254

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

West Family Investments's WPC Position: Q4 2021 in Review

West Family Investments sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 3,765 shares — an estimated $269K sold.

West Family Investments first reported a position in WPC in Q2 2021 and held it in 2 quarters. The position peaked at $269K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

West Family Investments reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
West Family Investments sold 3,765 W.P. Carey shares in Q4 2021, an estimated $269K.
West Family Investments first reported a position in W.P. Carey in Q2 2021 and held it in 2 quarters.
West Family Investments's W.P. Carey position peaked at $269K in Q3 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on West Family Investments's 13F filing for Q4 2021, filed 7 Feb 2022.