Abich Financial Wealth Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$41.6K Buy
668
+641
+2,374% +$38K 0.09% 103
2024
Q2
$1.51K Sell
27
-1,456
-98% -$82.1K ﹤0.01% 532
2024
Q1
$83.7K Buy
+1,483
New +$88.8K 0.06% 99

Other funds holding WPC

Abich Financial Wealth Management's WPC Position: Q3 2024 in Review

Abich Financial Wealth Management increased its W.P. Carey (WPC) stake by 2,374% in Q3 2024, buying an estimated $38K and bringing the position to 668 shares worth $41.6K. The position accounts for 0.09% of the portfolio, ranked #103.

Abich Financial Wealth Management first reported a position in WPC in Q1 2024 and has held it in 3 quarters since. The position peaked at $83.7K in Q1 2024. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • Abich Financial Wealth Management held 668 shares of W.P. Carey worth $41.6K as of Q3 2024.
  • Abich Financial Wealth Management bought 641 W.P. Carey shares in Q3 2024, an estimated $38K.
  • W.P. Carey made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2024, its #103 holding.
  • Abich Financial Wealth Management first reported a position in W.P. Carey in Q1 2024 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's W.P. Carey position peaked at $83.7K in Q1 2024.
  • 801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.