Clearwater Capital Advisors’s W.P. Carey WPC Stock Holding History

Clearwater Capital Advisors’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
2022 Q3	–	Sell	-2,464	Closed	-$200K	–	162
2022 Q2	$200K	Buy	+2,464	New	+$199K	0.03%	143
2020 Q1	–	Sell	-2,606	Closed	-$204K	–	167
2019 Q4	$204K	Hold	2,606	–	–	0.03%	171
2019 Q3	$228K	Hold	2,606	–	–	0.04%	172
2019 Q2	$207K	Hold	2,606	–	–	0.04%	181
2019 Q1	$200K	Buy	+2,606	New	+$188K	0.04%	190
2018 Q2	–	Sell	-2,422	Closed	-$147K	–	563
2018 Q1	$147K	Buy	+2,422	New	+$149K	0.03%	202

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearwater Capital Advisors's WPC Position: Q3 2022 in Review

Clearwater Capital Advisors sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 2,464 shares — an estimated $200K sold.

Clearwater Capital Advisors first reported a position in WPC in Q1 2018 and held it in 6 quarters. The position peaked at $228K in Q3 2019. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Clearwater Capital Advisors reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 2,464 W.P. Carey shares in Q3 2022, an estimated $200K.
Clearwater Capital Advisors first reported a position in W.P. Carey in Q1 2018 and held it in 6 quarters.
Clearwater Capital Advisors's W.P. Carey position peaked at $228K in Q3 2019.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Clearwater Capital Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.