Baldwin Wealth Partners’s W.P. Carey WPC Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-1,117	Closed	-$70.6K	–	1043
2024 Q3	$70.6K	Buy	+1,117	New	+$66.2K	﹤0.01%	474
2023 Q3	–	Sell	-817	Closed	-$54K	–	778
2023 Q2	$54K	Hold	817	–	–	﹤0.01%	404
2023 Q1	$62K	Hold	817	–	–	0.01%	395
2022 Q4	$62.5K	Hold	817	–	–	0.01%	384
2022 Q3	$56K	Sell	817 -204	-20%	-$16.7K	0.01%	320
2022 Q2	$83K	Hold	1,021	–	–	0.01%	272
2022 Q1	$81K	Hold	1,021	–	–	0.01%	304
2021 Q4	$82K	Hold	1,021	–	–	0.01%	297
2021 Q3	$73K	Sell	1,021 -1,021	-50%	-$77.7K	0.01%	306
2021 Q2	$149K	Hold	2,042	–	–	0.02%	229
2021 Q1	$142K	Hold	2,042	–	–	0.02%	225
2020 Q4	$141K	Hold	2,042	–	–	0.02%	216
2020 Q3	$130K	Hold	2,042	–	–	0.02%	201
2020 Q2	$135K	Sell	2,042 -2,042	-50%	-$127K	0.02%	185
2020 Q1	$232K	Sell	4,084 -1,021	-20%	-$77.4K	0.04%	135
2019 Q4	$400K	Hold	5,105	–	–	0.06%	126
2019 Q3	$448K	Hold	5,105	–	–	0.07%	110
2019 Q2	$406K	Buy	+5,105	New	+$404K	0.06%	137

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Norges Bank Oslo, Norway $935B AUM

Baldwin Wealth Partners's WPC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 1,117 shares — an estimated $70.6K sold.

Baldwin Wealth Partners first reported a position in WPC in Q2 2019 and held it in 18 quarters. The position peaked at $448K in Q3 2019. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

Baldwin Wealth Partners reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,117 W.P. Carey shares in Q4 2024, an estimated $70.6K.
Baldwin Wealth Partners first reported a position in W.P. Carey in Q2 2019 and held it in 18 quarters.
Baldwin Wealth Partners's W.P. Carey position peaked at $448K in Q3 2019.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.