Hudock Inc’s W.P. Carey WPC Stock Holding History

Hudock Inc’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	–	Sell	-306	Closed	-$20K	–	760
2022 Q3	$20K	Buy	+306	New	+$25K	0.01%	439
2021 Q4	–	Sell	-204	Closed	-$14K	–	888
2021 Q3	$14K	Buy	+204	New	+$15.5K	﹤0.01%	511
2018 Q1	–	Sell	-39	Closed	-$2K	–	704
2017 Q4	$2K	Sell	39 -109	-74%	-$7.46K	﹤0.01%	587
2017 Q3	$9K	Sell	148 -158	-52%	-$10.5K	﹤0.01%	427
2017 Q2	$19K	Buy	+306	New	+$19.3K	0.01%	341

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Hudock Inc's WPC Position: Q4 2022 in Review

Hudock Inc sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 306 shares — an estimated $20K sold.

Hudock Inc first reported a position in WPC in Q2 2017 and held it in 5 quarters. The position peaked at $20K in Q3 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Hudock Inc reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 306 W.P. Carey shares in Q4 2022, an estimated $20K.
Hudock Inc first reported a position in W.P. Carey in Q2 2017 and held it in 5 quarters.
Hudock Inc's W.P. Carey position peaked at $20K in Q3 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.