BDO Wealth Advisors’s W.P. Carey WPC Stock Holding History

BDO Wealth Advisors’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 Q4	–	Sell	-58	Closed	-$4K	–	1087
2022 Q3	$4K	Hold	58	–	–	﹤0.01%	861
2022 Q2	$5K	Hold	58	–	–	﹤0.01%	790
2022 Q1	$5K	Hold	58	–	–	﹤0.01%	835
2021 Q4	$5K	Hold	58	–	–	﹤0.01%	835
2021 Q3	$4K	Hold	58	–	–	﹤0.01%	890
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	920
2021 Q1	$4K	Hold	58	–	–	﹤0.01%	903
2020 Q4	$4K	Hold	58	–	–	﹤0.01%	680
2020 Q3	$4K	Buy	+58	New	+$3.91K	﹤0.01%	598

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's WPC Position: Q4 2022 in Review

BDO Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 58 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in WPC in Q3 2020 and held it in 9 quarters. The position peaked at $5K in Q2 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

BDO Wealth Advisors reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 58 W.P. Carey shares in Q4 2022, an estimated $4K.
BDO Wealth Advisors first reported a position in W.P. Carey in Q3 2020 and held it in 9 quarters.
BDO Wealth Advisors's W.P. Carey position peaked at $5K in Q2 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.