CWC
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Carolinas Wealth Consulting’s W.P. Carey WPC Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-19
Closed -$1.02K – 1061
2023
Q3 		$1.02K Buy
19
+3
+19% +$192 ﹤0.01% 829
2023
Q2 		$1.1K Buy
16
+5
+45% +$348 ﹤0.01% 897
2023
Q1 		$864 Hold
11
– – ﹤0.01% 917
2022
Q4 		$871 Buy
+11
New +$826 ﹤0.01% 914
2021
Q3 		– Sell
-468
Closed -$35K – 1004
2021
Q2 		$35K Buy
468
+8
+2% +$586 0.01% 413
2021
Q1 		$32K Buy
460
+7
+2% +$469 0.01% 436
2020
Q4 		$32K Buy
453
+6
+1% +$401 0.01% 405
2020
Q3 		$29K Buy
447
+7
+2% +$472 0.01% 355
2020
Q2 		$30K Buy
+440
New +$27.3K 0.01% 253

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Carolinas Wealth Consulting's WPC Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 19 shares — an estimated $1.02K sold.

Carolinas Wealth Consulting first reported a position in WPC in Q2 2020 and held it in 9 quarters. The position peaked at $35K in Q2 2021. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 19 W.P. Carey shares in Q4 2023, an estimated $1.02K.
  • Carolinas Wealth Consulting first reported a position in W.P. Carey in Q2 2020 and held it in 9 quarters.
  • Carolinas Wealth Consulting's W.P. Carey position peaked at $35K in Q2 2021.
  • 780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.