Crumly & Associates’s W.P. Carey WPC Stock Holding History

Crumly & Associates’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 Q4	–	Sell	-3,144	Closed	-$215K	–	115
2022 Q3	$215K	Buy	+3,144	New	+$257K	0.09%	100

Other funds holding WPC

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Crumly & Associates's WPC Position: Q4 2022 in Review

Crumly & Associates sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 3,144 shares — an estimated $215K sold.

Crumly & Associates first reported a position in WPC in Q3 2022 and held it in 1 quarter. The position peaked at $215K in Q3 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Crumly & Associates reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Crumly & Associates sold 3,144 W.P. Carey shares in Q4 2022, an estimated $215K.
Crumly & Associates first reported a position in W.P. Carey in Q3 2022 and held it in 1 quarter.
Crumly & Associates's W.P. Carey position peaked at $215K in Q3 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.