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

Affinity Wealth Management’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 Q4	–	Sell	-2,982	Closed	-$204K	–	121
2022 Q3	$204K	Buy	+2,982	New	+$244K	0.05%	91
2019 Q3	–	Sell	-9,590	Closed	-$763K	–	112
2019 Q2	$763K	Sell	9,590 -888	-8%	-$70.3K	0.3%	53
2019 Q1	$804K	Hold	10,478	–	–	0.32%	54
2018 Q4	$671K	Buy	+10,478	New	+$682K	0.41%	41

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Affinity Wealth Management's WPC Position: Q4 2022 in Review

Affinity Wealth Management sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 2,982 shares — an estimated $204K sold.

Affinity Wealth Management first reported a position in WPC in Q4 2018 and held it in 4 quarters. The position peaked at $804K in Q1 2019. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Affinity Wealth Management reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Affinity Wealth Management sold 2,982 W.P. Carey shares in Q4 2022, an estimated $204K.
Affinity Wealth Management first reported a position in W.P. Carey in Q4 2018 and held it in 4 quarters.
Affinity Wealth Management's W.P. Carey position peaked at $804K in Q1 2019.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Affinity Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.