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Coppell Advisory Solutions Corp’s W.P. Carey WPC Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$248K Buy
+4,398
New +$263K 0.05% 222
2023
Q1 		$296K Sell
3,917
-223
-5% -$17.8K 0.1% 160
2022
Q4 		$317K Buy
+4,140
New +$311K 0.11% 135

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions Corp's WPC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in W.P. Carey (WPC) in Q1 2024: 4,398 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in WPC as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in WPC in Q4 2022 and has held it in 3 quarters since. The position peaked at $317K in Q4 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 4,398 shares of W.P. Carey worth $248K as of Q1 2024.
  • W.P. Carey was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • W.P. Carey made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #222 holding.
  • Coppell Advisory Solutions Corp first reported a position in W.P. Carey in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's W.P. Carey position peaked at $317K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.