Curi Wealth Management’s W.P. Carey WPC Stock Holding History

Curi Wealth Management’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	-817	Closed	-$66K	–	704
2022 Q2	$66K	Hold	817	–	–	0.01%	205
2022 Q1	$64K	Hold	817	–	–	0.01%	194
2021 Q4	$65K	Buy	+817	New	+$62.5K	0.01%	174
2021 Q1	–	Sell	-817	Closed	-$56K	–	494
2020 Q4	$56K	Buy	+817	New	+$54.6K	0.04%	150

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Curi Wealth Management's WPC Position: Q3 2022 in Review

Curi Wealth Management sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 817 shares — an estimated $66K sold.

Curi Wealth Management first reported a position in WPC in Q4 2020 and held it in 4 quarters. The position peaked at $66K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Curi Wealth Management reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 817 W.P. Carey shares in Q3 2022, an estimated $66K.
Curi Wealth Management first reported a position in W.P. Carey in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's W.P. Carey position peaked at $66K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.