Kistler-Tiffany Companies’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $63.5K | Sell |
960
-34
| -3% | -$2.36K | 0.01% | 463 |
|
|
2023
Q1 | $75.4K | Hold |
994
| – | – | 0.01% | 394 |
|
|
2022
Q4 | $76.1K | Hold |
994
| – | – | 0.02% | 373 |
|
|
2022
Q3 | $68K | Hold |
994
| – | – | 0.02% | 337 |
|
|
2022
Q2 | $81K | Hold |
994
| – | – | 0.02% | 313 |
|
|
2022
Q1 | $79K | Hold |
994
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $80K | Hold |
994
| – | – | 0.02% | 323 |
|
|
2021
Q3 | $71K | Hold |
994
| – | – | 0.02% | 325 |
|
|
2021
Q2 | $73K | Hold |
994
| – | – | 0.02% | 313 |
|
|
2021
Q1 | $69K | Hold |
994
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $69K | Sell |
994
-409
| -29% | -$27.3K | 0.02% | 267 |
|
|
2020
Q3 | $90K | Buy |
1,403
+178
| +15% | +$12K | 0.03% | 226 |
|
|
2020
Q2 | $81K | Hold |
1,225
| – | – | 0.03% | 220 |
|
|
2020
Q1 | $96K | Hold |
1,225
| – | – | 0.03% | 193 |
|
|
2019
Q4 | $96K | Hold |
1,225
| – | – | 0.03% | 198 |
|
|
2019
Q3 | $107K | Hold |
1,225
| – | – | 0.04% | 192 |
|
|
2019
Q2 | $97K | Buy |
1,225
+102
| +9% | +$8.08K | 0.04% | 197 |
|
|
2019
Q1 | $86K | Hold |
1,123
| – | – | 0.04% | 204 |
|
|
2018
Q4 | $72K | Buy |
1,123
+817
| +267% | +$53.2K | 0.03% | 201 |
|
|
2018
Q3 | $19K | Hold |
306
| – | – | 0.01% | 357 |
|
|
2018
Q2 | $20K | Hold |
306
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $19K | Hold |
306
| – | – | 0.01% | 377 |
|
|
2017
Q4 | $21K | Hold |
306
| – | – | 0.01% | 373 |
|
|
2017
Q3 | $20K | Sell |
306
-257
| -46% | -$17.1K | 0.01% | 369 |
|
|
2017
Q2 | $36K | Hold |
563
| – | – | 0.02% | 299 |
|
|
2017
Q1 | $34K | Hold |
563
| – | – | 0.02% | 290 |
|
|
2016
Q4 | $33K | Hold |
563
| – | – | 0.02% | 298 |
|
|
2016
Q3 | $36K | Hold |
563
| – | – | 0.02% | 294 |
|
|
2016
Q2 | $38K | Hold |
563
| – | – | 0.02% | 281 |
|
|
2016
Q1 | $34K | Hold |
563
| – | – | 0.02% | 297 |
|
|
2015
Q4 | $33K | Hold |
563
| – | – | 0.02% | 305 |
|
|
2015
Q3 | $32K | Hold |
563
| – | – | 0.02% | 304 |
|
|
2015
Q2 | $32K | Hold |
563
| – | – | 0.02% | 319 |
|
|
2015
Q1 | $37K | Hold |
563
| – | – | 0.02% | 273 |
|
|
2014
Q4 | $39K | Hold |
563
| – | – | 0.03% | 265 |
|
|
2014
Q3 | $35K | Hold |
563
| – | – | 0.02% | 287 |
|
|
2014
Q2 | $35K | Hold |
563
| – | – | 0.03% | 281 |
|
|
2014
Q1 | $33K | Hold |
563
| – | – | 0.02% | 275 |
|
|
2013
Q4 | $34K | Hold |
563
| – | – | 0.03% | 279 |
|
|
2013
Q3 | $36K | Hold |
563
| – | – | 0.03% | 267 |
|
|
2013
Q2 | $36K | Buy |
+563
| New | +$38.2K | 0.03% | 253 |
|
Other funds holding WPC
Kistler-Tiffany Companies's WPC Position: Q2 2023 in Review
Kistler-Tiffany Companies reduced its W.P. Carey (WPC) stake by 3.4% in Q2 2023, selling an estimated $2.36K and leaving 960 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #463.
Kistler-Tiffany Companies first reported a position in WPC in Q2 2013 and has held it in 41 quarters since. The position peaked at $107K in Q3 2019. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.
- Kistler-Tiffany Companies held 960 shares of W.P. Carey worth $63.5K as of Q2 2023.
- Kistler-Tiffany Companies sold 34 W.P. Carey shares in Q2 2023, an estimated $2.36K.
- W.P. Carey made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #463 holding.
- Kistler-Tiffany Companies first reported a position in W.P. Carey in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's W.P. Carey position peaked at $107K in Q3 2019.
- 818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.