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Buckingham Strategic Wealth’s W.P. Carey WPC Stock Holding History

Buckingham Strategic 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
2024
Q2 		$216K Buy
3,928
+80
+2% +$4.51K ﹤0.01% 688
2024
Q1 		$217K Sell
3,848
-6
-0.2% -$359 ﹤0.01% 686
2023
Q4 		$250K Sell
3,854
-1,534
-28% -$88.4K ﹤0.01% 624
2023
Q3 		$285K Sell
5,388
-38
-0.7% -$2.43K ﹤0.01% 536
2023
Q2 		$359K Sell
5,426
-623
-10% -$43.3K 0.01% 494
2023
Q1 		$463K Hold
6,049
– – 0.01% 395
2022
Q4 		$463K Sell
6,049
-1,131
-16% -$85K 0.01% 397
2022
Q3 		$491K Buy
7,180
+1,149
+19% +$94K 0.01% 374
2022
Q2 		$489K Buy
6,031
+1,682
+39% +$136K 0.01% 379
2022
Q1 		$344K Sell
4,349
-512
-11% -$39.3K 0.01% 436
2021
Q4 		$391K Sell
4,861
-1,072
-18% -$82.1K 0.01% 411
2021
Q3 		$424K Buy
5,933
+321
+6% +$24.4K 0.01% 394
2021
Q2 		$410K Sell
5,612
-548
-9% -$40.1K 0.01% 406
2021
Q1 		$427K Hold
6,160
– – 0.02% 364
2020
Q4 		$426K Sell
6,160
-35
-0.6% -$2.34K 0.02% 348
2020
Q3 		$395K Buy
6,195
+510
+9% +$34.4K 0.03% 305
2020
Q2 		$377K Sell
5,685
-476
-8% -$29.6K 0.04% 270
2020
Q1 		$350K Buy
6,161
+6
+0.1% +$455 0.03% 307
2019
Q4 		$482K Buy
6,155
+497
+9% +$41.6K 0.05% 256
2019
Q3 		$496K Sell
5,658
-490
-8% -$41.7K 0.05% 230
2019
Q2 		$489K Hold
6,148
– – 0.05% 247
2019
Q1 		$472K Buy
+6,148
New +$443K 0.06% 232

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Strategic Wealth's WPC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its W.P. Carey (WPC) stake by 2.1% in Q2 2024, buying an estimated $4.51K and bringing the position to 3,928 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Buckingham Strategic Wealth first reported a position in WPC in Q1 2019 and has held it in 22 quarters since. The position peaked at $496K in Q3 2019. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Buckingham Strategic Wealth held 3,928 shares of W.P. Carey worth $216K as of Q2 2024.
  • Buckingham Strategic Wealth bought 80 W.P. Carey shares in Q2 2024, an estimated $4.51K.
  • W.P. Carey made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #688 holding.
  • Buckingham Strategic Wealth first reported a position in W.P. Carey in Q1 2019 and has held it in 22 quarters since.
  • Buckingham Strategic Wealth's W.P. Carey position peaked at $496K in Q3 2019.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.