Hibernia Wealth Partners’s W.P. Carey WPC Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-97	Closed	-$5.11K	–	340
2023 Q3	$5.11K	Buy	+97	New	+$6.21K	﹤0.01%	209

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Hibernia Wealth Partners's WPC Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 97 shares — an estimated $5.11K sold.

Hibernia Wealth Partners first reported a position in WPC in Q3 2023 and held it in 1 quarter. The position peaked at $5.11K in Q3 2023. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Hibernia Wealth Partners reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 97 W.P. Carey shares in Q4 2023, an estimated $5.11K.
Hibernia Wealth Partners first reported a position in W.P. Carey in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's W.P. Carey position peaked at $5.11K in Q3 2023.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.