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

Gibson 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
2022 Q4	$2.14M	Buy	28,495 +28,043	+6,204%	+$2.11M	0.04%	61
2022 Q3	$31K	Hold	452	–	–	0.04%	62
2022 Q2	$37K	Hold	452	–	–	0.04%	55
2022 Q1	$36K	Hold	452	–	–	0.04%	62
2021 Q4	$36K	Buy	+452	New	+$34.6K	0.04%	53

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gibson Wealth Advisors's WPC Position: Q4 2022 in Review

Gibson Wealth Advisors increased its W.P. Carey (WPC) stake by 6,204% in Q4 2022, buying an estimated $2.11M and bringing the position to 28,495 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #61.

Gibson Wealth Advisors first reported a position in WPC in Q4 2021 and has held it in 5 quarters since. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Gibson Wealth Advisors held 28,495 shares of W.P. Carey worth $2.14M as of Q4 2022.
Gibson Wealth Advisors bought 28,043 W.P. Carey shares in Q4 2022, an estimated $2.11M.
W.P. Carey made up 0.04% of Gibson Wealth Advisors's portfolio in Q4 2022, its #61 holding.
Gibson Wealth Advisors first reported a position in W.P. Carey in Q4 2021 and has held it in 5 quarters since.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.