Alaethes Wealth’s W.P. Carey WPC Stock Holding History

Alaethes Wealth’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	-221	Closed	-$17K	–	291
2022 Q1	$17K	Buy	+221	New	+$17K	0.01%	192

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alaethes Wealth's WPC Position: Q2 2022 in Review

Alaethes Wealth sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 221 shares — an estimated $17K sold.

Alaethes Wealth first reported a position in WPC in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

Alaethes Wealth reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 221 W.P. Carey shares in Q2 2022, an estimated $17K.
Alaethes Wealth first reported a position in W.P. Carey in Q1 2022 and held it in 1 quarter.
Alaethes Wealth's W.P. Carey position peaked at $17K in Q1 2022.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.