Good Life Advisors’s W.P. Carey WPC Stock Holding History

Good Life 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	–	Sell	-3,157	Closed	-$216K	–	372
2022 Q3	$216K	Sell	3,157 -1,031	-25%	-$84.4K	0.03%	302
2022 Q2	$340K	Sell	4,188 -152	-4%	-$12.3K	0.05%	242
2022 Q1	$344K	Buy	4,340 +328	+8%	+$25.2K	0.04%	260
2021 Q4	$322K	Buy	4,012 +544	+16%	+$41.6K	0.04%	278
2021 Q3	$248K	Buy	+3,468	New	+$264K	0.03%	302

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

Good Life Advisors's WPC Position: Q4 2022 in Review

Good Life Advisors sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 3,157 shares — an estimated $216K sold.

Good Life Advisors first reported a position in WPC in Q3 2021 and held it in 5 quarters. The position peaked at $344K in Q1 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Good Life Advisors reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Good Life Advisors sold 3,157 W.P. Carey shares in Q4 2022, an estimated $216K.
Good Life Advisors first reported a position in W.P. Carey in Q3 2021 and held it in 5 quarters.
Good Life Advisors's W.P. Carey position peaked at $344K in Q1 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Good Life Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.