Banque Pictet & Cie’s W.P. Carey WPC Stock Holding History

Banque Pictet & Cie’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 Q1	–	Sell	-3,138	Closed	-$240K	–	630
2022 Q4	$240K	Sell	3,138 -109	-3%	-$8.19K	﹤0.01%	576
2022 Q3	$222K	Buy	+3,247	New	+$266K	﹤0.01%	594

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Banque Pictet & Cie's WPC Position: Q1 2023 in Review

Banque Pictet & Cie sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 3,138 shares — an estimated $240K sold.

Banque Pictet & Cie first reported a position in WPC in Q3 2022 and held it in 2 quarters. The position peaked at $240K in Q4 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Banque Pictet & Cie reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Banque Pictet & Cie sold 3,138 W.P. Carey shares in Q1 2023, an estimated $240K.
Banque Pictet & Cie first reported a position in W.P. Carey in Q3 2022 and held it in 2 quarters.
Banque Pictet & Cie's W.P. Carey position peaked at $240K in Q4 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Banque Pictet & Cie's 13F filing for Q1 2023, filed 1 May 2023.