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Janiczek Wealth Management’s W.P. Carey WPC Stock Holding History

Janiczek Wealth Management’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
Q2 		$75.9K Buy
1,370
+107
+8% +$6.03K 0.02% 339
2024
Q1 		$71.7K Buy
1,263
+296
+31% +$17.7K 0.02% 352
2023
Q4 		$63.1K Buy
967
+691
+250% +$39.8K 0.02% 354
2023
Q3 		$14.9K Sell
276
-267
-49% -$17.1K ﹤0.01% 562
2023
Q2 		$36.2K Sell
543
-479
-47% -$33.3K 0.01% 359
2023
Q1 		$71.4K Buy
1,022
+165
+19% +$13.1K 0.02% 260
2022
Q4 		$70.4K Sell
857
-270
-24% -$20.3K 0.02% 269
2022
Q3 		$78K Buy
1,127
+611
+118% +$50K 0.03% 242
2022
Q2 		$45K Buy
516
+18
+4% +$1.45K 0.01% 328
2022
Q1 		$39K Buy
498
+143
+40% +$11K 0.01% 344
2021
Q4 		$29K Buy
355
+90
+34% +$6.89K 0.01% 423
2021
Q3 		$19K Sell
265
-26
-9% -$1.98K 0.01% 471
2021
Q2 		$21K Buy
291
+76
+35% +$5.56K 0.01% 421
2021
Q1 		$15K Buy
215
+39
+22% +$2.61K 0.01% 460
2020
Q4 		$12K Buy
176
+106
+151% +$7.08K 0.01% 445
2020
Q3 		$4K Buy
+70
New +$4.72K ﹤0.01% 413

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janiczek Wealth Management's WPC Position: Q2 2024 in Review

Janiczek Wealth Management increased its W.P. Carey (WPC) stake by 8.5% in Q2 2024, buying an estimated $6.03K and bringing the position to 1,370 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #339.

Janiczek Wealth Management first reported a position in WPC in Q3 2020 and has held it in 16 quarters since. The position peaked at $78K in Q3 2022. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Janiczek Wealth Management held 1,370 shares of W.P. Carey worth $75.9K as of Q2 2024.
  • Janiczek Wealth Management bought 107 W.P. Carey shares in Q2 2024, an estimated $6.03K.
  • W.P. Carey made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #339 holding.
  • Janiczek Wealth Management first reported a position in W.P. Carey in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's W.P. Carey position peaked at $78K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.