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Yorktown Management & Research Company’s W.P. Carey WPC Stock Holding History

Yorktown Management & Research Company’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
2022
Q2 		– Sell
-6,432
Closed -$509K – 244
2022
Q1 		$509K Hold
6,432
– – 0.43% 95
2021
Q4 		$517K Hold
6,432
– – 0.35% 119
2021
Q3 		$460K Buy
+6,432
New +$490K 0.35% 118

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's WPC Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 6,432 shares — an estimated $509K sold.

Yorktown Management & Research Company first reported a position in WPC in Q3 2021 and held it in 3 quarters. The position peaked at $517K in Q4 2021. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Yorktown Management & Research Company reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 6,432 W.P. Carey shares in Q2 2022, an estimated $509K.
  • Yorktown Management & Research Company first reported a position in W.P. Carey in Q3 2021 and held it in 3 quarters.
  • Yorktown Management & Research Company's W.P. Carey position peaked at $517K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.