Avidian Wealth Enterprises’s W.P. Carey WPC Stock Holding History

Avidian Wealth Enterprises’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 Q4	–	Sell	-4,039	Closed	-$214K	–	435
2023 Q3	$214K	Buy	4,039 +869	+27%	+$55.7K	0.02%	376
2023 Q2	$210K	Sell	3,170 -4,210	-57%	-$293K	0.01%	391
2023 Q1	$560K	Buy	7,380 +1,629	+28%	+$130K	0.03%	275
2022 Q4	$440K	Buy	+5,751	New	+$432K	0.03%	295
2019 Q1	–	Sell	-4,553	Closed	-$291K	–	143
2018 Q4	$291K	Buy	+4,553	New	+$296K	0.1%	68

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Avidian Wealth Enterprises's WPC Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 4,039 shares — an estimated $214K sold.

Avidian Wealth Enterprises first reported a position in WPC in Q4 2018 and held it in 5 quarters. The position peaked at $560K in Q1 2023. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Avidian Wealth Enterprises reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,039 W.P. Carey shares in Q4 2023, an estimated $214K.
Avidian Wealth Enterprises first reported a position in W.P. Carey in Q4 2018 and held it in 5 quarters.
Avidian Wealth Enterprises's W.P. Carey position peaked at $560K in Q1 2023.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.