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Financial Avengers’s W.P. Carey WPC Stock Holding History

Financial Avengers’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
-55
Closed -$3.11K – 169
2024
Q1 		$3.11K Hold
55
– – ﹤0.01% 128
2023
Q4 		$3.55K Hold
55
– – ﹤0.01% 144
2023
Q3 		$2.9K Buy
55
+1
+2% +$64 ﹤0.01% 148
2023
Q2 		$3.57K Buy
54
+1
+2% +$70 ﹤0.01% 129
2023
Q1 		$4.04K Buy
53
+1
+2% +$80 ﹤0.01% 128
2022
Q4 		$4.02K Hold
52
– – ﹤0.01% 126
2022
Q3 		$4K Sell
52
-23
-31% -$1.88K ﹤0.01% 124
2022
Q2 		$6K Buy
75
+1
+1% +$81 ﹤0.01% 125
2022
Q1 		$6K Buy
74
+2
+3% +$153 ﹤0.01% 130
2021
Q4 		$6K Buy
72
+1
+1% +$77 ﹤0.01% 135
2021
Q3 		$5K Buy
71
+1
+1% +$76 ﹤0.01% 136
2021
Q2 		$5K Buy
70
+1
+1% +$73 ﹤0.01% 140
2021
Q1 		$5K Buy
69
+1
+1% +$67 ﹤0.01% 140
2020
Q4 		$5K Buy
+68
New +$4.54K ﹤0.01% 142

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Avengers's WPC Position: Q2 2024 in Review

Financial Avengers sold out of W.P. Carey (WPC) in Q2 2024, closing a stake of 55 shares — an estimated $3.11K sold.

Financial Avengers first reported a position in WPC in Q4 2020 and held it in 14 quarters. The position peaked at $6K in Q2 2022. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Financial Avengers reported no remaining W.P. Carey position as of Q2 2024 after selling out during the quarter.
  • Financial Avengers sold 55 W.P. Carey shares in Q2 2024, an estimated $3.11K.
  • Financial Avengers first reported a position in W.P. Carey in Q4 2020 and held it in 14 quarters.
  • Financial Avengers's W.P. Carey position peaked at $6K in Q2 2022.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Financial Avengers's 13F filing for Q2 2024, filed 14 Aug 2024.