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Bedel Financial Consulting’s W.P. Carey WPC Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-179
Closed -$14K – 925
2022
Q1 		$14K Hold
179
– – ﹤0.01% 610
2021
Q4 		$14K Hold
179
– – ﹤0.01% 636
2021
Q3 		$13K Hold
179
– – ﹤0.01% 629
2021
Q2 		$13K Buy
+179
New +$13.1K ﹤0.01% 630

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bedel Financial Consulting's WPC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 179 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in WPC in Q2 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Bedel Financial Consulting reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 179 W.P. Carey shares in Q2 2022, an estimated $14K.
  • Bedel Financial Consulting first reported a position in W.P. Carey in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's W.P. Carey position peaked at $14K in Q1 2022.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.