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

B. Riley 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
2022 Q2	$251	Sell	3,090 -3,393	-52%	-$274K	﹤0.01%	590
2022 Q1	$513K	Sell	6,483 -25	-0.4%	-$1.92K	0.04%	323
2021 Q4	$523K	Buy	6,508 +12	+0.2%	+$919	0.04%	338
2021 Q3	$465K	Buy	6,496 +87	+1%	+$6.62K	0.04%	353
2021 Q2	$468K	Buy	6,409 +685	+12%	+$50.1K	0.05%	245
2021 Q1	$397K	Buy	+5,724	New	+$384K	0.05%	254
2020 Q4	–	Sell	-6,532	Closed	-$417K	–	471
2020 Q3	$417K	Buy	6,532 +1,331	+26%	+$89.7K	0.05%	256
2020 Q2	$344K	Sell	5,201 -1,982	-28%	-$123K	0.04%	273
2020 Q1	$409K	Buy	+7,183	New	+$545K	0.04%	297
2019 Q4	–	Sell	-2,801	Closed	-$245K	–	440
2019 Q3	$245K	Sell	2,801 -849	-23%	-$72.3K	0.04%	316
2019 Q2	$290	Buy	3,650 +772	+27%	+$61.2K	0.04%	286
2019 Q1	$221K	Buy	+2,878	New	+$207K	0.04%	333
2015 Q3	–	Sell	-910	Closed	-$52K	–	757
2015 Q2	$52K	Buy	910 +515	+130%	+$32.2K	0.04%	397
2015 Q1	$26K	Buy	395 +4	+1%	+$275	0.02%	549
2014 Q4	$26K	Buy	391 +4	+1%	+$264	0.02%	529
2014 Q3	$24K	Buy	387 +4	+1%	+$262	0.02%	565
2014 Q2	$24K	Buy	+383	New	+$23.4K	0.02%	621

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's WPC Position: Q2 2022 in Review

B. Riley Wealth Management reduced its W.P. Carey (WPC) stake by 52% in Q2 2022, selling an estimated $274K and leaving 3,090 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #590.

B. Riley Wealth Management first reported a position in WPC in Q2 2014 and has held it in 17 quarters since. The position peaked at $523K in Q4 2021. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

B. Riley Wealth Management held 3,090 shares of W.P. Carey worth $251 as of Q2 2022.
B. Riley Wealth Management sold 3,393 W.P. Carey shares in Q2 2022, an estimated $274K.
W.P. Carey made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #590 holding.
B. Riley Wealth Management first reported a position in W.P. Carey in Q2 2014 and has held it in 17 quarters since.
B. Riley Wealth Management's W.P. Carey position peaked at $523K in Q4 2021.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.