Granite Bay Wealth Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-8,106
Closed -$615K – 76
2023
Q1
$615K Sell
8,106
-271
-3% -$21.6K 0.43% 40
2022
Q4
$641K Sell
8,377
-244
-3% -$18.3K 0.42% 31
2022
Q3
$589K Buy
8,621
+519
+6% +$42.5K 0.47% 30
2022
Q2
$657K Buy
8,102
+81
+1% +$6.54K 0.51% 28
2022
Q1
$635K Buy
8,021
+85
+1% +$6.52K 0.51% 29
2021
Q4
$638K Buy
+7,936
New +$607K 0.63% 28

Other funds holding WPC

Granite Bay Wealth Management's WPC Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 8,106 shares — an estimated $615K sold.

Granite Bay Wealth Management first reported a position in WPC in Q4 2021 and held it in 6 quarters. The position peaked at $657K in Q2 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

  • Granite Bay Wealth Management reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 8,106 W.P. Carey shares in Q2 2023, an estimated $615K.
  • Granite Bay Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 6 quarters.
  • Granite Bay Wealth Management's W.P. Carey position peaked at $657K in Q2 2022.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.