Delos Wealth Advisors’s W.P. Carey WPC Stock Holding History

Delos Wealth Advisors’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 Q2	–	Sell	-30	Closed	-$1.67K	–	350
2024 Q1	$1.67K	Buy	30 +1	+3%	+$60	﹤0.01%	226
2023 Q4	$1.89K	Sell	29 -1	-3%	-$58	﹤0.01%	136
2023 Q3	$1.86K	Buy	30 +1	+3%	+$64	﹤0.01%	179
2023 Q2	$1.91K	Hold	29	–	–	﹤0.01%	178
2023 Q1	$2.15K	Buy	29 +1	+4%	+$80	﹤0.01%	188
2022 Q4	$2.15K	Hold	28	–	–	﹤0.01%	203
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	203
2022 Q2	$2K	Buy	28 +1	+4%	+$81	﹤0.01%	198
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	221
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	394
2021 Q3	$2K	Buy	27 +1	+4%	+$76	﹤0.01%	157
2021 Q2	$2K	Buy	+26	New	+$1.9K	﹤0.01%	151

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delos Wealth Advisors's WPC Position: Q2 2024 in Review

Delos Wealth Advisors sold out of W.P. Carey (WPC) in Q2 2024, closing a stake of 30 shares — an estimated $1.67K sold.

Delos Wealth Advisors first reported a position in WPC in Q2 2021 and held it in 12 quarters. The position peaked at $2.15K in Q1 2023. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

Delos Wealth Advisors reported no remaining W.P. Carey position as of Q2 2024 after selling out during the quarter.
Delos Wealth Advisors sold 30 W.P. Carey shares in Q2 2024, an estimated $1.67K.
Delos Wealth Advisors first reported a position in W.P. Carey in Q2 2021 and held it in 12 quarters.
Delos Wealth Advisors's W.P. Carey position peaked at $2.15K in Q1 2023.
782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Delos Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.