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Bright Futures Wealth Management’s W.P. Carey WPC Stock Holding History

Bright Futures Wealth Management’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
Q4 		– Sell
-4,626
Closed -$260K – 238
2024
Q3 		$260K Sell
4,626
-165
-3% -$9.78K 0.13% 186
2024
Q2 		$274K Hold
4,791
– – 0.15% 163
2024
Q1 		$267K Buy
+4,791
New +$287K 0.14% 164

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bright Futures Wealth Management's WPC Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 4,626 shares — an estimated $260K sold.

Bright Futures Wealth Management first reported a position in WPC in Q1 2024 and held it in 3 quarters. The position peaked at $274K in Q2 2024. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,626 W.P. Carey shares in Q4 2024, an estimated $260K.
  • Bright Futures Wealth Management first reported a position in W.P. Carey in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's W.P. Carey position peaked at $274K in Q2 2024.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.