Level Financial Advisors’s W.P. Carey WPC Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-12	Closed	-$1K	–	299
2022 Q4	$1K	Buy	+12	New	+$901	﹤0.01%	270

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Level Financial Advisors's WPC Position: Q1 2023 in Review

Level Financial Advisors sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 12 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in WPC in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Level Financial Advisors reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 12 W.P. Carey shares in Q1 2023, an estimated $1K.
Level Financial Advisors first reported a position in W.P. Carey in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's W.P. Carey position peaked at $1K in Q4 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.