Better Money Decisions’s W.P. Carey WPC Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-309	Closed	-$25K	–	452
2022 Q2	$25K	Buy	+309	New	+$24.9K	0.02%	200
2021 Q4	–	Sell	-309	Closed	-$22K	–	585
2021 Q3	$22K	Hold	309	–	–	0.02%	264
2021 Q2	$23K	Hold	309	–	–	0.02%	250
2021 Q1	$21K	Buy	+309	New	+$20.7K	0.02%	219

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Better Money Decisions's WPC Position: Q3 2022 in Review

Better Money Decisions sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 309 shares — an estimated $25K sold.

Better Money Decisions first reported a position in WPC in Q1 2021 and held it in 4 quarters. The position peaked at $25K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Better Money Decisions reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 309 W.P. Carey shares in Q3 2022, an estimated $25K.
Better Money Decisions first reported a position in W.P. Carey in Q1 2021 and held it in 4 quarters.
Better Money Decisions's W.P. Carey position peaked at $25K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.