Cyndeo Wealth Partners’s W.P. Carey WPC Stock Holding History

Cyndeo Wealth Partners’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 Q2	–	Sell	-50,895	Closed	-$3.86M	–	354
2023 Q1	$3.86M	Buy	50,895 +5,680	+13%	+$453K	0.42%	76
2022 Q4	$3.46M	Buy	+45,215	New	+$3.4M	0.41%	83

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cyndeo Wealth Partners's WPC Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 50,895 shares — an estimated $3.86M sold.

Cyndeo Wealth Partners first reported a position in WPC in Q4 2022 and held it in 2 quarters. The position peaked at $3.86M in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Cyndeo Wealth Partners reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 50,895 W.P. Carey shares in Q2 2023, an estimated $3.86M.
Cyndeo Wealth Partners first reported a position in W.P. Carey in Q4 2022 and held it in 2 quarters.
Cyndeo Wealth Partners's W.P. Carey position peaked at $3.86M in Q1 2023.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.