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Integrated Advisors Network’s W.P. Carey WPC Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-5,248
Closed -$340K – 747
2023
Q4 		$340K Buy
+5,248
New +$302K 0.02% 526
2022
Q3 		– Sell
-4,223
Closed -$343K – 701
2022
Q2 		$343K Buy
4,223
+1,303
+45% +$105K 0.02% 496
2022
Q1 		$231K Buy
+2,920
New +$224K 0.01% 603

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Integrated Advisors Network's WPC Position: Q1 2024 in Review

Integrated Advisors Network sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 5,248 shares — an estimated $340K sold.

Integrated Advisors Network first reported a position in WPC in Q1 2022 and held it in 3 quarters. The position peaked at $343K in Q2 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Integrated Advisors Network reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 5,248 W.P. Carey shares in Q1 2024, an estimated $340K.
  • Integrated Advisors Network first reported a position in W.P. Carey in Q1 2022 and held it in 3 quarters.
  • Integrated Advisors Network's W.P. Carey position peaked at $343K in Q2 2022.
  • 773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Integrated Advisors Network's 13F filing for Q1 2024, filed 6 May 2024.