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

Beacon Bridge 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 Q1	–	Sell	-3,332	Closed	-$216K	–	115
2023 Q4	$216K	Buy	+3,332	New	+$192K	0.11%	98
2023 Q3	–	Sell	-3,689	Closed	-$244K	–	103
2023 Q2	$244K	Buy	3,689 +335	+10%	+$23.3K	0.12%	83
2023 Q1	$254K	Buy	3,354 +5	+0.1%	+$398	0.15%	77
2022 Q4	$256K	Buy	+3,349	New	+$252K	0.19%	76

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Beacon Bridge Wealth Partners's WPC Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 3,332 shares — an estimated $216K sold.

Beacon Bridge Wealth Partners first reported a position in WPC in Q4 2022 and held it in 4 quarters. The position peaked at $256K in Q4 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 3,332 W.P. Carey shares in Q1 2024, an estimated $216K.
Beacon Bridge Wealth Partners first reported a position in W.P. Carey in Q4 2022 and held it in 4 quarters.
Beacon Bridge Wealth Partners's W.P. Carey position peaked at $256K in Q4 2022.
773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.