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Legacy Wealth Planning’s W.P. Carey WPC Stock Holding History

Legacy Wealth Planning’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
-2,858
Closed -$232K – 96
2022
Q2 		$232K Sell
2,858
-326
-10% -$26.3K 0.33% 76
2022
Q1 		$252K Buy
+3,184
New +$244K 0.3% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Wealth Planning's WPC Position: Q3 2022 in Review

Legacy Wealth Planning sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 2,858 shares — an estimated $232K sold.

Legacy Wealth Planning first reported a position in WPC in Q1 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2022. 799 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

  • Legacy Wealth Planning reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,858 W.P. Carey shares in Q3 2022, an estimated $232K.
  • Legacy Wealth Planning first reported a position in W.P. Carey in Q1 2022 and held it in 2 quarters.
  • Legacy Wealth Planning's W.P. Carey position peaked at $252K in Q1 2022.
  • 799 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.