FSWA
WPC icon

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

Financial Synergies 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
-271
Closed -$15.3K – 482
2024
Q1 		$15.3K Buy
+271
New +$16.2K ﹤0.01% 220
2023
Q4 		– Sell
-268
Closed -$14.2K – 552
2023
Q3 		$14.2K Buy
268
+5
+2% +$320 ﹤0.01% 209
2023
Q2 		$17.4K Buy
263
+3
+1% +$209 ﹤0.01% 185
2023
Q1 		$19.7K Buy
+260
New +$20.7K ﹤0.01% 179

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

Financial Synergies Wealth Advisors sold out of W.P. Carey (WPC) in Q2 2024, closing a stake of 271 shares — an estimated $15.3K sold.

Financial Synergies Wealth Advisors first reported a position in WPC in Q1 2023 and held it in 4 quarters. The position peaked at $19.7K in Q1 2023. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining W.P. Carey position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 271 W.P. Carey shares in Q2 2024, an estimated $15.3K.
  • Financial Synergies Wealth Advisors first reported a position in W.P. Carey in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's W.P. Carey position peaked at $19.7K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.