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Freedom Investment Management’s W.P. Carey WPC Stock Holding History

Freedom Investment 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
Q4 		– Sell
-4,857
Closed -$332K – 795
2022
Q3 		$332K Sell
4,857
-612
-11% -$50.1K 0.04% 543
2022
Q2 		$444K Buy
+5,469
New +$441K 0.05% 495
2016
Q4 		– Sell
-3,210
Closed -$203K – 1056
2016
Q3 		$203K Buy
+3,210
New +$214K 0.01% 817

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Freedom Investment Management's WPC Position: Q4 2022 in Review

Freedom Investment Management sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 4,857 shares — an estimated $332K sold.

Freedom Investment Management first reported a position in WPC in Q3 2016 and held it in 3 quarters. The position peaked at $444K in Q2 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

  • Freedom Investment Management reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 4,857 W.P. Carey shares in Q4 2022, an estimated $332K.
  • Freedom Investment Management first reported a position in W.P. Carey in Q3 2016 and held it in 3 quarters.
  • Freedom Investment Management's W.P. Carey position peaked at $444K in Q2 2022.
  • 854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.