Kapitalo Investimentos’s W.P. Carey WPC Stock Holding History

Kapitalo Investimentos’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
2023 Q2	–	Sell	-3,052	Closed	-$227K	–	718
2023 Q1	$227K	Buy	+3,052	New	+$243K	0.07%	139

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kapitalo Investimentos's WPC Position: Q2 2023 in Review

Kapitalo Investimentos sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 3,052 shares — an estimated $227K sold.

Kapitalo Investimentos first reported a position in WPC in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Kapitalo Investimentos reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 3,052 W.P. Carey shares in Q2 2023, an estimated $227K.
Kapitalo Investimentos first reported a position in W.P. Carey in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's W.P. Carey position peaked at $227K in Q1 2023.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.