Guyasuta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,230
| Closed | -$201K | – | 278 |
|
|
2024
Q3 | $201K | Sell |
3,230
-950
| -23% | -$56.3K | 0.01% | 270 |
|
|
2024
Q2 | $271K | Hold |
4,180
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $271K | Hold |
4,180
| – | – | 0.02% | 205 |
|
|
2023
Q4 | $271K | Sell |
4,180
-2,696
| -39% | -$155K | 0.02% | 205 |
|
|
2023
Q3 | $364K | Sell |
6,876
-1,440
| -17% | -$92.2K | 0.03% | 168 |
|
|
2023
Q2 | $550K | Sell |
8,316
-718
| -8% | -$49.9K | 0.04% | 148 |
|
|
2023
Q1 | $685K | Hold |
9,034
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $691K | Hold |
9,034
| – | – | 0.05% | 123 |
|
|
2022
Q3 | $618K | Hold |
9,034
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $733K | Hold |
9,034
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $715K | Buy |
9,034
+67
| +0.7% | +$5.14K | 0.05% | 156 |
|
|
2021
Q4 | $721K | Buy |
8,967
+66
| +0.7% | +$5.05K | 0.05% | 158 |
|
|
2021
Q3 | $637K | Buy |
8,901
+25
| +0.3% | +$1.9K | 0.05% | 162 |
|
|
2021
Q2 | $649K | Buy |
8,876
+322
| +4% | +$23.6K | 0.05% | 157 |
|
|
2021
Q1 | $593K | Buy |
8,554
+503
| +6% | +$33.7K | 0.05% | 159 |
|
|
2020
Q4 | $557K | Buy |
8,051
+118
| +1% | +$7.88K | 0.05% | 153 |
|
|
2020
Q3 | $506K | Sell |
7,933
-143
| -2% | -$9.63K | 0.05% | 146 |
|
|
2020
Q2 | $535K | Buy |
8,076
+1,036
| +15% | +$64.4K | 0.05% | 136 |
|
|
2020
Q1 | $400K | Buy |
7,040
+2,430
| +53% | +$184K | 0.05% | 143 |
|
|
2019
Q4 | $361K | Buy |
4,610
+883
| +24% | +$74K | 0.04% | 169 |
|
|
2019
Q3 | $327K | Hold |
3,727
| – | – | 0.03% | 168 |
|
|
2019
Q2 | $296K | Hold |
3,727
| – | – | 0.03% | 176 |
|
|
2019
Q1 | $286K | Hold |
3,727
| – | – | 0.03% | 180 |
|
|
2018
Q4 | $238K | Buy |
+3,727
| New | +$243K | 0.03% | 180 |
|
|
2017
Q1 | – | Sell |
-5,360
| Closed | -$310K | – | 215 |
|
|
2016
Q4 | $310K | Buy |
5,360
+510
| +11% | +$29.8K | 0.04% | 169 |
|
|
2016
Q3 | $307K | Sell |
4,850
-1,276
| -21% | -$85.1K | 0.04% | 165 |
|
|
2016
Q2 | $416K | Sell |
6,126
-1,021
| -14% | -$64.1K | 0.06% | 148 |
|
|
2016
Q1 | $435K | Buy |
7,147
+1,531
| +27% | +$87K | 0.06% | 142 |
|
|
2015
Q4 | $324K | Hold |
5,616
| – | – | 0.05% | 158 |
|
|
2015
Q3 | $317K | Hold |
5,616
| – | – | 0.05% | 169 |
|
|
2015
Q2 | $324K | Buy |
5,616
+1,787
| +47% | +$112K | 0.04% | 178 |
|
|
2015
Q1 | $255K | Hold |
3,829
| – | – | 0.03% | 190 |
|
|
2014
Q4 | $262K | Hold |
3,829
| – | – | 0.04% | 183 |
|
|
2014
Q3 | $239K | Sell |
3,829
-510
| -12% | -$33.4K | 0.03% | 191 |
|
|
2014
Q2 | $273K | Hold |
4,339
| – | – | 0.04% | 174 |
|
|
2014
Q1 | $255K | Buy |
+4,339
| New | +$262K | 0.04% | 172 |
|
Other funds holding WPC
PI
Guyasuta Investment Advisors's WPC Position: Q4 2024 in Review
Guyasuta Investment Advisors sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,230 shares — an estimated $201K sold.
Guyasuta Investment Advisors first reported a position in WPC in Q1 2014 and held it in 36 quarters. The position peaked at $733K in Q2 2022. 782 funds tracked by Wall St. Rank hold WPC as of Q4 2024.
- Guyasuta Investment Advisors reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
- Guyasuta Investment Advisors sold 3,230 W.P. Carey shares in Q4 2024, an estimated $201K.
- Guyasuta Investment Advisors first reported a position in W.P. Carey in Q1 2014 and held it in 36 quarters.
- Guyasuta Investment Advisors's W.P. Carey position peaked at $733K in Q2 2022.
- 782 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.
Based on Guyasuta Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.