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Advisor Resource Council’s W.P. Carey WPC Stock Holding History

Advisor Resource Council’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
2023
Q1 		– Sell
-2,936
Closed -$225K – 278
2022
Q4 		$225K Hold
2,936
– – 0.11% 144
2022
Q3 		$201K Sell
2,936
-275
-9% -$22.5K 0.14% 141
2022
Q2 		$260K Buy
+3,211
New +$259K 0.02% 401

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's WPC Position: Q1 2023 in Review

Advisor Resource Council sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 2,936 shares — an estimated $225K sold.

Advisor Resource Council first reported a position in WPC in Q2 2022 and held it in 3 quarters. The position peaked at $260K in Q2 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

  • Advisor Resource Council reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
  • Advisor Resource Council sold 2,936 W.P. Carey shares in Q1 2023, an estimated $225K.
  • Advisor Resource Council first reported a position in W.P. Carey in Q2 2022 and held it in 3 quarters.
  • Advisor Resource Council's W.P. Carey position peaked at $260K in Q2 2022.
  • 837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Advisor Resource Council's 13F filing for Q1 2023, filed 25 Apr 2023.