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

Doyle 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	$300K	Buy	4,388 +116	+3%	+$9.49K	0.03%	164
2022 Q2	$347K	Buy	4,272 +2	+0%	+$161	0.03%	157
2022 Q1	$338K	Sell	4,270 -40	-0.9%	-$3.07K	0.02%	188
2021 Q4	$346K	Buy	4,310 +1	+0%	+$77	0.02%	175
2021 Q3	$308K	Buy	4,309 +43	+1%	+$3.27K	0.02%	184
2021 Q2	$312K	Buy	+4,266	New	+$312K	0.03%	177
2021 Q1	–	Sell	-3,053	Closed	-$211K	–	222
2020 Q4	$211K	Buy	+3,053	New	+$204K	0.02%	201
2019 Q3	–	Sell	-1,486	Closed	-$118K	–	768
2019 Q2	$118K	Buy	+1,486	New	+$118K	0.02%	250
2019 Q1	–	Sell	-1,471	Closed	-$94K	–	762
2018 Q4	$94K	Buy	+1,471	New	+$95.7K	0.02%	266

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Doyle Wealth Management increased its W.P. Carey (WPC) stake by 2.7% in Q3 2022, buying an estimated $9.49K and bringing the position to 4,388 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #164.

Doyle Wealth Management first reported a position in WPC in Q4 2018 and has held it in 9 quarters since. The position peaked at $347K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Doyle Wealth Management held 4,388 shares of W.P. Carey worth $300K as of Q3 2022.
Doyle Wealth Management bought 116 W.P. Carey shares in Q3 2022, an estimated $9.49K.
W.P. Carey made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #164 holding.
Doyle Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 9 quarters since.
Doyle Wealth Management's W.P. Carey position peaked at $347K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.