HBC Financial Services’s W.P. Carey WPC Stock Holding History

HBC Financial Services’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	-449	Closed	-$31K	–	214
2023 Q1	$31K	Buy	+449	New	+$35.8K	0.02%	95

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 $3.37T AUM 44.26% 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

HBC Financial Services's WPC Position: Q2 2023 in Review

HBC Financial Services sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 449 shares — an estimated $31K sold.

HBC Financial Services first reported a position in WPC in Q1 2023 and held it in 1 quarter. The position peaked at $31K in Q1 2023. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

HBC Financial Services reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
HBC Financial Services sold 449 W.P. Carey shares in Q2 2023, an estimated $31K.
HBC Financial Services first reported a position in W.P. Carey in Q1 2023 and held it in 1 quarter.
HBC Financial Services's W.P. Carey position peaked at $31K in Q1 2023.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.