JSF Financial’s W.P. Carey WPC Stock Holding History

JSF Financial’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 Q3	–	Sell	-2,550	Closed	-$207K	–	116
2022 Q2	$207K	Hold	2,550	–	–	0.09%	90
2022 Q1	$202K	Hold	2,550	–	–	0.09%	109
2021 Q4	$205K	Buy	+2,550	New	+$195K	0.1%	106
2019 Q4	–	Sell	-2,550	Closed	-$224K	–	72
2019 Q3	$224K	Hold	2,550	–	–	0.24%	55
2019 Q2	$203K	Buy	+2,550	New	+$202K	0.22%	60

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JSF Financial's WPC Position: Q3 2022 in Review

JSF Financial sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 2,550 shares — an estimated $207K sold.

JSF Financial first reported a position in WPC in Q2 2019 and held it in 5 quarters. The position peaked at $224K in Q3 2019. 799 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

JSF Financial reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
JSF Financial sold 2,550 W.P. Carey shares in Q3 2022, an estimated $207K.
JSF Financial first reported a position in W.P. Carey in Q2 2019 and held it in 5 quarters.
JSF Financial's W.P. Carey position peaked at $224K in Q3 2019.
799 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on JSF Financial's 13F filing for Q3 2022, filed 10 Nov 2022.