D. Scott Neal’s W.P. Carey WPC Stock Holding History

D. Scott Neal’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	-2,542	Closed	-$206K	–	64
2022 Q2	$206K	Hold	2,542	–	–	0.09%	59
2022 Q1	$201K	Hold	2,542	–	–	0.08%	64
2021 Q4	$204K	Buy	+2,542	New	+$195K	0.08%	57
2019 Q4	–	Sell	-2,523	Closed	-$221K	–	43
2019 Q3	$221K	Hold	2,523	–	–	0.11%	33
2019 Q2	$201K	Buy	+2,523	New	+$200K	0.11%	30
2018 Q3	–	Sell	-2,523	Closed	-$164K	–	64
2018 Q2	$164K	Hold	2,523	–	–	0.09%	41
2018 Q1	$153K	Hold	2,523	–	–	0.09%	49
2017 Q4	$170K	Hold	2,523	–	–	0.1%	46
2017 Q3	$167K	Hold	2,523	–	–	0.1%	44
2017 Q2	$163K	Buy	2,523 +277	+12%	+$17.5K	0.11%	48
2017 Q1	$137K	Hold	2,246	–	–	0.09%	56
2016 Q4	$130K	Hold	2,246	–	–	0.09%	51
2016 Q3	$142K	Hold	2,246	–	–	0.11%	40
2016 Q2	$153K	Hold	2,246	–	–	0.14%	37
2016 Q1	$137K	Buy	+2,246	New	+$128K	0.13%	38

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

D. Scott Neal's WPC Position: Q3 2022 in Review

D. Scott Neal sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 2,542 shares — an estimated $206K sold.

D. Scott Neal first reported a position in WPC in Q1 2016 and held it in 15 quarters. The position peaked at $221K in Q3 2019. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

D. Scott Neal reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
D. Scott Neal sold 2,542 W.P. Carey shares in Q3 2022, an estimated $206K.
D. Scott Neal first reported a position in W.P. Carey in Q1 2016 and held it in 15 quarters.
D. Scott Neal's W.P. Carey position peaked at $221K in Q3 2019.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on D. Scott Neal's 13F filing for Q3 2022, filed 27 Oct 2022.