Brandywine Oak Private Wealth’s W.P. Carey WPC Stock Holding History

Brandywine Oak 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
2022 Q3	–	Sell	-2,470	Closed	-$200K	–	322
2022 Q2	$200K	Buy	+2,470	New	+$199K	0.03%	310
2019 Q1	–	Sell	-239	Closed	-$15K	–	637
2018 Q4	$15K	Buy	+239	New	+$15.6K	﹤0.01%	474

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

Brandywine Oak Private Wealth's WPC Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 2,470 shares — an estimated $200K sold.

Brandywine Oak Private Wealth first reported a position in WPC in Q4 2018 and held it in 2 quarters. The position peaked at $200K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Brandywine Oak Private Wealth reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,470 W.P. Carey shares in Q3 2022, an estimated $200K.
Brandywine Oak Private Wealth first reported a position in W.P. Carey in Q4 2018 and held it in 2 quarters.
Brandywine Oak Private Wealth's W.P. Carey position peaked at $200K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.