Ausdal Financial Partners’s W.P. Carey WPC Stock Holding History

Ausdal Financial Partners’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 Q2	–	Sell	-4,625	Closed	-$351K	–	470
2023 Q1	$351K	Buy	4,625 +826	+22%	+$65.8K	0.05%	308
2022 Q4	$291K	Sell	3,799 -602	-14%	-$45.2K	0.04%	346
2022 Q3	$301K	Buy	4,401 +1,044	+31%	+$85.5K	0.05%	330
2022 Q2	$272K	Buy	+3,357	New	+$271K	0.04%	363
2020 Q1	–	Sell	-3,335	Closed	-$275K	–	351
2019 Q4	$275K	Sell	3,335 -4,495	-57%	-$377K	0.08%	260
2019 Q3	$686K	Buy	7,830 +626	+9%	+$53.3K	0.24%	111
2019 Q2	$610K	Buy	7,204 +920	+15%	+$72.9K	0.23%	114
2019 Q1	$482K	Buy	+6,284	New	+$453K	0.2%	134
2016 Q1	–	Sell	-378	Closed	-$22K	–	1029
2015 Q4	$22K	Buy	+378	New	+$22.7K	0.01%	711

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ausdal Financial Partners's WPC Position: Q2 2023 in Review

Ausdal Financial Partners sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 4,625 shares — an estimated $351K sold.

Ausdal Financial Partners first reported a position in WPC in Q4 2015 and held it in 9 quarters. The position peaked at $686K in Q3 2019. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Ausdal Financial Partners reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Ausdal Financial Partners sold 4,625 W.P. Carey shares in Q2 2023, an estimated $351K.
Ausdal Financial Partners first reported a position in W.P. Carey in Q4 2015 and held it in 9 quarters.
Ausdal Financial Partners's W.P. Carey position peaked at $686K in Q3 2019.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.