Goepper Burkhardt’s W.P. Carey WPC Stock Holding History

Goepper Burkhardt’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 Q3	–	Sell	-2,740	Closed	-$222K	–	62
2022 Q2	$222K	Hold	2,740	–	–	0.16%	61
2022 Q1	$217K	Buy	+2,740	New	+$210K	0.13%	65

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goepper Burkhardt's WPC Position: Q3 2022 in Review

Goepper Burkhardt sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 2,740 shares — an estimated $222K sold.

Goepper Burkhardt first reported a position in WPC in Q1 2022 and held it in 2 quarters. The position peaked at $222K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Goepper Burkhardt reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
Goepper Burkhardt sold 2,740 W.P. Carey shares in Q3 2022, an estimated $222K.
Goepper Burkhardt first reported a position in W.P. Carey in Q1 2022 and held it in 2 quarters.
Goepper Burkhardt's W.P. Carey position peaked at $222K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Goepper Burkhardt's 13F filing for Q3 2022, filed 14 Nov 2022.