Guardian Wealth Advisors (North Carolina)’s W.P. Carey WPC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,920	Closed	-$225K	–	439
2023 Q1	$225K	Sell	2,920 -38	-1%	-$3.03K	0.04%	201
2022 Q4	$229K	Sell	2,958 -64	-2%	-$4.81K	0.04%	183
2022 Q3	$210K	Sell	3,022 -380	-11%	-$31.1K	0.04%	180
2022 Q2	$280K	Sell	3,402 -30	-0.9%	-$2.42K	0.05%	153
2022 Q1	$275K	Sell	3,432 -416	-11%	-$31.9K	0.12%	129
2021 Q4	$309K	Buy	+3,848	New	+$295K	0.13%	116

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WPC Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,920 shares — an estimated $225K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WPC in Q4 2021 and held it in 6 quarters. The position peaked at $309K in Q4 2021. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,920 W.P. Carey shares in Q2 2023, an estimated $225K.
Guardian Wealth Advisors (North Carolina) first reported a position in W.P. Carey in Q4 2021 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s W.P. Carey position peaked at $309K in Q4 2021.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.