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

EPG 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
2023 Q2	–	Sell	-2,751	Closed	-$209K	–	431
2023 Q1	$209K	Sell	2,751 -182	-6%	-$14.5K	0.07%	228
2022 Q4	$225K	Buy	+2,933	New	+$220K	0.09%	197
2022 Q3	–	Sell	-2,874	Closed	-$233K	–	395
2022 Q2	$233K	Buy	2,874 +29	+1%	+$2.34K	0.1%	189
2022 Q1	$225K	Buy	+2,845	New	+$218K	0.08%	216
2020 Q2	–	Sell	-391	Closed	-$22K	–	781
2020 Q1	$22K	Buy	+391	New	+$29.7K	0.02%	389

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

EPG Wealth Management's WPC Position: Q2 2023 in Review

EPG Wealth Management sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,751 shares — an estimated $209K sold.

EPG Wealth Management first reported a position in WPC in Q1 2020 and held it in 5 quarters. The position peaked at $233K in Q2 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

EPG Wealth Management reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
EPG Wealth Management sold 2,751 W.P. Carey shares in Q2 2023, an estimated $209K.
EPG Wealth Management first reported a position in W.P. Carey in Q1 2020 and held it in 5 quarters.
EPG Wealth Management's W.P. Carey position peaked at $233K in Q2 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.