Heritage Wealth Management (Arizona)’s W.P. Carey WPC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$17.7K	Buy	231 +140	+154%	+$10.5K	﹤0.01%	685
2022 Q3	$6K	Buy	91 +9	+11%	+$737	﹤0.01%	744
2022 Q2	$6.63K	Hold	82	–	–	﹤0.01%	730
2022 Q1	$6K	Buy	+82	New	+$6.29K	﹤0.01%	783
2021 Q3	$6K	Buy	+82	New	+$6.24K	﹤0.01%	715

Other funds holding WPC

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s WPC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its W.P. Carey (WPC) stake by 154% in Q4 2022, buying an estimated $10.5K and bringing the position to 231 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Heritage Wealth Management (Arizona) first reported a position in WPC in Q3 2021 and has held it in 5 quarters since. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Heritage Wealth Management (Arizona) held 231 shares of W.P. Carey worth $17.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 140 W.P. Carey shares in Q4 2022, an estimated $10.5K.
W.P. Carey made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #685 holding.
Heritage Wealth Management (Arizona) first reported a position in W.P. Carey in Q3 2021 and has held it in 5 quarters since.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.