EA Series Trust’s W.P. Carey WPC Stock Holding History

EA Series Trust’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	$668K	Buy	+10,100	New	+$702K	0.02%	736

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

EA Series Trust's WPC Position: Q2 2023 in Review

EA Series Trust opened a new position in W.P. Carey (WPC) in Q2 2023: 10,100 shares worth $668K. The stake represents 0.02% of the portfolio and ranks #736 among its holdings.

818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

EA Series Trust held 10,100 shares of W.P. Carey worth $668K as of Q2 2023.
W.P. Carey was a new EA Series Trust position in Q2 2023.
W.P. Carey made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #736 holding.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.