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Guardian Capital (Canada)’s W.P. Carey WPC Stock Holding History

Guardian Capital (Canada)’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
2023
Q2 		– Sell
-65,485
Closed -$4.97M – 161
2023
Q1 		$4.97M Sell
65,485
-295
-0.4% -$23.5K 0.16% 82
2022
Q4 		$5.03M Sell
65,780
-17,472
-21% -$1.31M 0.17% 83
2022
Q3 		$5.69M Sell
83,252
-94,218
-53% -$7.71M 0.2% 74
2022
Q2 		$14.4M Buy
177,470
+24,106
+16% +$1.95M 0.44% 54
2022
Q1 		$12.1M Buy
153,364
+149,788
+4,189% +$11.5M 0.24% 64
2021
Q4 		$287K Buy
+3,576
New +$274K 0.01% 171
2017
Q1 		– Sell
-5,846
Closed -$338K – 226
2016
Q4 		$338K Buy
+5,846
New +$342K 0.01% 186

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return