Arkos Global Advisors’s W.P. Carey WPC Stock Holding History

Arkos Global Advisors’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
2024 Q1	–	Sell	-3,414	Closed	-$221K	–	146
2023 Q4	$221K	Buy	+3,414	New	+$197K	0.04%	100
2023 Q3	–	Sell	-3,345	Closed	-$221K	–	111
2023 Q2	$221K	Hold	3,345	–	–	0.04%	89
2023 Q1	$254K	Hold	3,345	–	–	0.05%	78
2022 Q4	$256K	Hold	3,345	–	–	0.07%	77
2022 Q3	$229K	Sell	3,345 -45	-1%	-$3.68K	0.07%	77
2022 Q2	$275K	Buy	3,390 +45	+1%	+$3.63K	0.08%	72
2022 Q1	$265K	Buy	+3,345	New	+$257K	0.07%	79

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arkos Global Advisors's WPC Position: Q1 2024 in Review

Arkos Global Advisors sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 3,414 shares — an estimated $221K sold.

Arkos Global Advisors first reported a position in WPC in Q1 2022 and held it in 7 quarters. The position peaked at $275K in Q2 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Arkos Global Advisors reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
Arkos Global Advisors sold 3,414 W.P. Carey shares in Q1 2024, an estimated $221K.
Arkos Global Advisors first reported a position in W.P. Carey in Q1 2022 and held it in 7 quarters.
Arkos Global Advisors's W.P. Carey position peaked at $275K in Q2 2022.
773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Arkos Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.