Leo Brokerage’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
$250K Sell
3,775
-119
-3% -$8.27K 0.03% 264
2023
Q1
$295K Buy
+3,894
New +$310K 0.04% 229
2022
Q2
$245K Buy
+3,018
New +$244K 0.07% 152

Other funds holding WPC

Leo Brokerage's WPC Position: Q2 2023 in Review

Leo Brokerage reduced its W.P. Carey (WPC) stake by 3.1% in Q2 2023, selling an estimated $8.27K and leaving 3,775 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #264.

Leo Brokerage first reported a position in WPC in Q2 2022 and has held it in 3 quarters since. The position peaked at $295K in Q1 2023. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

  • Leo Brokerage held 3,775 shares of W.P. Carey worth $250K as of Q2 2023.
  • Leo Brokerage sold 119 W.P. Carey shares in Q2 2023, an estimated $8.27K.
  • W.P. Carey made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #264 holding.
  • Leo Brokerage first reported a position in W.P. Carey in Q2 2022 and has held it in 3 quarters since.
  • Leo Brokerage's W.P. Carey position peaked at $295K in Q1 2023.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.