Connectus Wealth’s W.P. Carey WPC Stock Holding History

Connectus 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
2023 Q4	–	Sell	-13,932	Closed	-$738K	–	546
2023 Q3	$738K	Buy	+13,932	New	+$892K	0.02%	357

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Connectus Wealth's WPC Position: Q4 2023 in Review

Connectus Wealth sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 13,932 shares — an estimated $738K sold.

Connectus Wealth first reported a position in WPC in Q3 2023 and held it in 1 quarter. The position peaked at $738K in Q3 2023. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Connectus Wealth reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
Connectus Wealth sold 13,932 W.P. Carey shares in Q4 2023, an estimated $738K.
Connectus Wealth first reported a position in W.P. Carey in Q3 2023 and held it in 1 quarter.
Connectus Wealth's W.P. Carey position peaked at $738K in Q3 2023.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.