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

Aspire 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
2024 Q3	$387K	Buy	6,211 +35	+0.6%	+$2.08K	0.21%	74
2024 Q2	$340K	Buy	6,176 +2,098	+51%	+$118K	0.19%	78
2024 Q1	$230K	Buy	4,078 +30	+0.7%	+$1.8K	0.14%	87
2023 Q4	$262K	Sell	4,048 -41	-1%	-$2.36K	0.18%	82
2023 Q3	$217K	Buy	4,089 +35	+0.9%	+$2.24K	0.16%	86
2023 Q2	$268K	Buy	4,054 +32	+0.8%	+$2.23K	0.2%	72
2023 Q1	$305K	Buy	4,022 +28	+0.7%	+$2.23K	0.25%	66
2022 Q4	$306K	Buy	3,994 +33	+0.8%	+$2.48K	0.27%	63
2022 Q3	$271K	Buy	3,961 +26	+0.7%	+$2.13K	0.26%	65
2022 Q2	$319K	Buy	3,935 +28	+0.7%	+$2.26K	0.29%	61
2022 Q1	$309K	Buy	3,907 +27	+0.7%	+$2.07K	0.24%	69
2021 Q4	$312K	Buy	+3,880	New	+$297K	0.25%	66

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Aspire Wealth Management's WPC Position: Q3 2024 in Review

Aspire Wealth Management increased its W.P. Carey (WPC) stake by 0.57% in Q3 2024, buying an estimated $2.08K and bringing the position to 6,211 shares worth $387K. The position accounts for 0.21% of the portfolio, ranked #74.

Aspire Wealth Management first reported a position in WPC in Q4 2021 and has held it in 12 quarters since. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

Aspire Wealth Management held 6,211 shares of W.P. Carey worth $387K as of Q3 2024.
Aspire Wealth Management bought 35 W.P. Carey shares in Q3 2024, an estimated $2.08K.
W.P. Carey made up 0.21% of Aspire Wealth Management's portfolio in Q3 2024, its #74 holding.
Aspire Wealth Management first reported a position in W.P. Carey in Q4 2021 and has held it in 12 quarters since.
801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.