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Bank Pictet & Cie (Europe)’s W.P. Carey WPC Stock Holding History

Bank Pictet & Cie (Europe)’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
Q1 		– Sell
-30,645
Closed -$1.99M – 277
2023
Q4 		$1.99M Sell
30,645
-874
-3% -$50.4K 0.06% 113
2023
Q3 		$1.67M Sell
31,519
-293
-0.9% -$18.8K 0.06% 113
2023
Q2 		$2.11M Buy
+31,812
New +$2.21M 0.07% 106

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bank Pictet & Cie (Europe)'s WPC Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 30,645 shares — an estimated $1.99M sold.

Bank Pictet & Cie (Europe) first reported a position in WPC in Q2 2023 and held it in 3 quarters. The position peaked at $2.11M in Q2 2023. 774 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 30,645 W.P. Carey shares in Q1 2024, an estimated $1.99M.
  • Bank Pictet & Cie (Europe) first reported a position in W.P. Carey in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s W.P. Carey position peaked at $2.11M in Q2 2023.
  • 774 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.