IBEX Wealth Advisors’s W.P. Carey WPC Stock Holding History

IBEX Wealth Advisors’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
2024 Q3	–	Sell	-716	Closed	-$39.4K	–	280
2024 Q2	$39.4K	Buy	+716	New	+$40.4K	0.01%	170

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

IBEX Wealth Advisors's WPC Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 716 shares — an estimated $39.4K sold.

IBEX Wealth Advisors first reported a position in WPC in Q2 2024 and held it in 1 quarter. The position peaked at $39.4K in Q2 2024. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

IBEX Wealth Advisors reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 716 W.P. Carey shares in Q3 2024, an estimated $39.4K.
IBEX Wealth Advisors first reported a position in W.P. Carey in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's W.P. Carey position peaked at $39.4K in Q2 2024.
801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.