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

Axxcess 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
Q4 		– Sell
-7,114
Closed -$443K – 941
2024
Q3 		$443K Buy
7,114
+3
+0% +$178 0.01% 577
2024
Q2 		$391K Sell
7,111
-167
-2% -$9.41K 0.01% 580
2024
Q1 		$411K Sell
7,278
-97
-1% -$5.81K 0.01% 587
2023
Q4 		$478K Sell
7,375
-723
-9% -$41.7K 0.01% 522
2023
Q3 		$429K Sell
8,098
-137
-2% -$8.78K 0.01% 513
2023
Q2 		$545K Sell
8,235
-319
-4% -$22.2K 0.04% 337
2023
Q1 		$649K Sell
8,554
-11
-0.1% -$876 0.05% 317
2022
Q4 		$656K Sell
8,565
-5,072
-37% -$381K 0.05% 304
2022
Q3 		$933K Buy
13,637
+4,891
+56% +$400K 0.09% 200
2022
Q2 		$710K Sell
8,746
-123
-1% -$9.93K 0.07% 239
2022
Q1 		$702K Buy
8,869
+475
+6% +$36.4K 0.05% 289
2021
Q4 		$675K Buy
+8,394
New +$642K 0.05% 292

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Axxcess Wealth Management's WPC Position: Q4 2024 in Review

Axxcess Wealth Management sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 7,114 shares — an estimated $443K sold.

Axxcess Wealth Management first reported a position in WPC in Q4 2021 and held it in 12 quarters. The position peaked at $933K in Q3 2022. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Axxcess Wealth Management reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,114 W.P. Carey shares in Q4 2024, an estimated $443K.
  • Axxcess Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 12 quarters.
  • Axxcess Wealth Management's W.P. Carey position peaked at $933K in Q3 2022.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.