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Beverly Hills Private Wealth’s W.P. Carey WPC Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-6,347
Closed -$413K – 333
2023
Q2 		$413K Buy
6,347
+2,701
+74% +$188K 0.07% 255
2023
Q1 		$277K Buy
3,646
+175
+5% +$13.9K 0.09% 229
2022
Q4 		$266K Buy
+3,471
New +$261K 0.12% 192

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beverly Hills Private Wealth's WPC Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 6,347 shares — an estimated $413K sold.

Beverly Hills Private Wealth first reported a position in WPC in Q4 2022 and held it in 3 quarters. The position peaked at $413K in Q2 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,347 W.P. Carey shares in Q3 2023, an estimated $413K.
  • Beverly Hills Private Wealth first reported a position in W.P. Carey in Q4 2022 and held it in 3 quarters.
  • Beverly Hills Private Wealth's W.P. Carey position peaked at $413K in Q2 2023.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.