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Global Wealth Management Investment Advisory’s W.P. Carey WPC Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-8,206
Closed -$452K – 139
2024
Q2 		$452K Buy
8,206
+621
+8% +$35K 0.11% 116
2024
Q1 		$428K Buy
7,585
+294
+4% +$17.6K 0.1% 119
2023
Q4 		$473K Sell
7,291
-381
-5% -$21.9K 0.12% 117
2023
Q3 		$406K Buy
7,672
+989
+15% +$63.4K 0.11% 114
2023
Q2 		$442K Buy
6,683
+496
+8% +$34.5K 0.12% 116
2023
Q1 		$469K Buy
6,187
+318
+5% +$25.3K 0.14% 109
2022
Q4 		$449K Buy
5,869
+1,351
+30% +$101K 0.15% 103
2022
Q3 		$309K Buy
4,518
+350
+8% +$28.6K 0.11% 119
2022
Q2 		$338K Buy
4,168
+550
+15% +$44.4K 0.11% 115
2022
Q1 		$286K Buy
3,618
+543
+18% +$41.7K 0.09% 129
2021
Q4 		$247K Buy
3,075
+553
+22% +$42.3K 0.07% 133
2021
Q3 		$180K Buy
2,522
+564
+29% +$42.9K 0.06% 141
2021
Q2 		$143K Buy
1,958
+130
+7% +$9.52K 0.05% 153
2021
Q1 		$127K Buy
1,828
+620
+51% +$41.6K 0.05% 143
2020
Q4 		$83K Buy
1,208
+123
+11% +$8.21K 0.03% 162
2020
Q3 		$69K Sell
1,085
-1,152
-51% -$77.6K 0.03% 160
2020
Q2 		$148K Buy
2,237
+286
+15% +$17.8K 0.06% 122
2020
Q1 		$111K Buy
1,951
+580
+42% +$44K 0.06% 129
2019
Q4 		$107K Sell
1,371
-67
-5% -$5.61K 0.05% 142
2019
Q3 		$126K Hold
1,438
– – 0.06% 122
2019
Q2 		$114K Sell
1,438
-102
-7% -$8.08K 0.06% 127
2019
Q1 		$118K Hold
1,540
– – 0.06% 145
2018
Q4 		$99K Buy
+1,540
New +$100K 0.06% 175

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Global Wealth Management Investment Advisory's WPC Position: Q3 2024 in Review

Global Wealth Management Investment Advisory sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 8,206 shares — an estimated $452K sold.

Global Wealth Management Investment Advisory first reported a position in WPC in Q4 2018 and held it in 23 quarters. The position peaked at $473K in Q4 2023. 802 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • Global Wealth Management Investment Advisory reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8,206 W.P. Carey shares in Q3 2024, an estimated $452K.
  • Global Wealth Management Investment Advisory first reported a position in W.P. Carey in Q4 2018 and held it in 23 quarters.
  • Global Wealth Management Investment Advisory's W.P. Carey position peaked at $473K in Q4 2023.
  • 802 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.