Goldstone Financial Group’s W.P. Carey WPC Stock Holding History

Goldstone Financial Group’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 Q4	–	Sell	-3,345	Closed	-$208K	–	217
2024 Q3	$208K	Buy	+3,345	New	+$198K	0.04%	187

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldstone Financial Group's WPC Position: Q4 2024 in Review

Goldstone Financial Group sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,345 shares — an estimated $208K sold.

Goldstone Financial Group first reported a position in WPC in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

Goldstone Financial Group reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
Goldstone Financial Group sold 3,345 W.P. Carey shares in Q4 2024, an estimated $208K.
Goldstone Financial Group first reported a position in W.P. Carey in Q3 2024 and held it in 1 quarter.
Goldstone Financial Group's W.P. Carey position peaked at $208K in Q3 2024.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.