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Cornerstone Wealth Group’s W.P. Carey WPC Stock Holding History

Cornerstone Wealth Group’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
-3,508
Closed -$219K – 289
2024
Q3 		$219K Sell
3,508
-1,382
-28% -$81.9K 0.02% 242
2024
Q2 		$269K Sell
4,890
-284
-5% -$16K 0.02% 206
2024
Q1 		$292K Buy
5,174
+431
+9% +$25.8K 0.03% 196
2023
Q4 		$307K Sell
4,743
-392
-8% -$22.6K 0.04% 121
2023
Q3 		$272K Hold
5,135
– – 0.05% 128
2023
Q2 		$340K Hold
5,135
– – 0.06% 119
2023
Q1 		$389K Sell
5,135
-30
-0.6% -$2.39K 0.07% 118
2022
Q4 		$395K Sell
5,165
-399
-7% -$30K 0.07% 104
2022
Q3 		$380K Buy
5,564
+1,328
+31% +$109K 0.08% 99
2022
Q2 		$344K Sell
4,236
-436
-9% -$35.2K 0.07% 106
2022
Q1 		$370K Sell
4,672
-278
-6% -$21.3K 0.07% 124
2021
Q4 		$398K Sell
4,950
-1,022
-17% -$78.2K 0.07% 123
2021
Q3 		$427K Sell
5,972
-408
-6% -$31.1K 0.08% 120
2021
Q2 		$487K Hold
6,380
– – 0.1% 110
2021
Q1 		$462K Hold
6,380
– – 0.09% 121
2020
Q4 		$441K Sell
6,380
-3,475
-35% -$232K 0.11% 117
2020
Q3 		$629K Sell
9,855
-3,614
-27% -$244K 0.17% 88
2020
Q2 		$892K Sell
13,469
-33
-0.2% -$2.05K 0.22% 78
2020
Q1 		$768K Sell
13,502
-1,096
-8% -$83.1K 0.27% 66
2019
Q4 		$1.14M Sell
14,598
-253
-2% -$21.2K 0.31% 87
2019
Q3 		$1.3M Sell
14,851
-514
-3% -$43.8K 0.33% 82
2019
Q2 		$1.22M Sell
15,365
-1,937
-11% -$153K 0.33% 90
2019
Q1 		$1.33M Buy
+17,302
New +$1.25M 0.33% 74

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

Cornerstone Wealth Group's WPC Position: Q4 2024 in Review

Cornerstone Wealth Group sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,508 shares — an estimated $219K sold.

Cornerstone Wealth Group first reported a position in WPC in Q1 2019 and held it in 23 quarters. The position peaked at $1.33M in Q1 2019. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Cornerstone Wealth Group reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Group sold 3,508 W.P. Carey shares in Q4 2024, an estimated $219K.
  • Cornerstone Wealth Group first reported a position in W.P. Carey in Q1 2019 and held it in 23 quarters.
  • Cornerstone Wealth Group's W.P. Carey position peaked at $1.33M in Q1 2019.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Cornerstone Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.