Buck Wealth Strategies’s W.P. Carey WPC Stock Holding History

Buck Wealth Strategies’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	-691	Closed	-$45.7K	–	397
2023 Q2	$45.7K	Hold	691	–	–	0.02%	85
2023 Q1	$52.4K	Buy	+691	New	+$55.1K	0.03%	54

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Buck Wealth Strategies's WPC Position: Q3 2023 in Review

Buck Wealth Strategies sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 691 shares — an estimated $45.7K sold.

Buck Wealth Strategies first reported a position in WPC in Q1 2023 and held it in 2 quarters. The position peaked at $52.4K in Q1 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Buck Wealth Strategies reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 691 W.P. Carey shares in Q3 2023, an estimated $45.7K.
Buck Wealth Strategies first reported a position in W.P. Carey in Q1 2023 and held it in 2 quarters.
Buck Wealth Strategies's W.P. Carey position peaked at $52.4K in Q1 2023.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.