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Capital A Wealth Management’s W.P. Carey WPC Stock Holding History

Capital A 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
2025
Q1 		– Sell
-100
Closed -$5.45K – 911
2024
Q4 		$5.45K Buy
+100
New +$5.7K 0.01% 363

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital A Wealth Management's WPC Position: Q1 2025 in Review

Capital A Wealth Management sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 100 shares — an estimated $5.45K sold.

Capital A Wealth Management first reported a position in WPC in Q4 2024 and held it in 1 quarter. The position peaked at $5.45K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Capital A Wealth Management reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 100 W.P. Carey shares in Q1 2025, an estimated $5.45K.
  • Capital A Wealth Management first reported a position in W.P. Carey in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's W.P. Carey position peaked at $5.45K in Q4 2024.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.