Beck Capital Management’s W.P. Carey WPC Stock Holding History

Beck Capital Management’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 Q2	–	Sell	-4,495	Closed	-$341K	–	130
2023 Q1	$341K	Sell	4,495 -33	-0.7%	-$2.63K	0.15%	104
2022 Q4	$347K	Buy	4,528 +45	+1%	+$3.38K	0.15%	116
2022 Q3	$307K	Buy	4,483 +47	+1%	+$3.85K	0.13%	117
2022 Q2	$360K	Sell	4,436 -170	-4%	-$13.7K	0.16%	107
2022 Q1	$365K	Buy	+4,606	New	+$353K	0.11%	138

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beck Capital Management's WPC Position: Q2 2023 in Review

Beck Capital Management sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 4,495 shares — an estimated $341K sold.

Beck Capital Management first reported a position in WPC in Q1 2022 and held it in 5 quarters. The position peaked at $365K in Q1 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Beck Capital Management reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Beck Capital Management sold 4,495 W.P. Carey shares in Q2 2023, an estimated $341K.
Beck Capital Management first reported a position in W.P. Carey in Q1 2022 and held it in 5 quarters.
Beck Capital Management's W.P. Carey position peaked at $365K in Q1 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Beck Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.