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CBIZ Investment Advisory Services’s W.P. Carey WPC Stock Holding History

CBIZ Investment Advisory Services’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
-8
Closed -$505 – 510
2024
Q3 		$505 Buy
+8
New +$474 ﹤0.01% 387

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

CBIZ Investment Advisory Services's WPC Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 8 shares — an estimated $505 sold.

CBIZ Investment Advisory Services first reported a position in WPC in Q3 2024 and held it in 1 quarter. The position peaked at $505 in Q3 2024. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 8 W.P. Carey shares in Q4 2024, an estimated $505.
  • CBIZ Investment Advisory Services first reported a position in W.P. Carey in Q3 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's W.P. Carey position peaked at $505 in Q3 2024.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.