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Bridgewealth Advisory Group’s W.P. Carey WPC Stock Holding History

Bridgewealth Advisory Group’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
2024
Q1 		– Sell
-3,276
Closed -$212K – 89
2023
Q4 		$212K Buy
+3,276
New +$189K 0.16% 73
2023
Q3 		– Sell
-4,327
Closed -$286K – 68
2023
Q2 		$286K Sell
4,327
-265
-6% -$18.4K 0.47% 38
2023
Q1 		$348K Sell
4,592
-2,137
-32% -$170K 0.64% 34
2022
Q4 		$515K Buy
+6,729
New +$505K 1.01% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bridgewealth Advisory Group's WPC Position: Q1 2024 in Review

Bridgewealth Advisory Group sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 3,276 shares — an estimated $212K sold.

Bridgewealth Advisory Group first reported a position in WPC in Q4 2022 and held it in 4 quarters. The position peaked at $515K in Q4 2022. 774 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Bridgewealth Advisory Group reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 3,276 W.P. Carey shares in Q1 2024, an estimated $212K.
  • Bridgewealth Advisory Group first reported a position in W.P. Carey in Q4 2022 and held it in 4 quarters.
  • Bridgewealth Advisory Group's W.P. Carey position peaked at $515K in Q4 2022.
  • 774 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2024, filed 18 Apr 2024.