Long Run Wealth Advisors’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
Sell
-3,103
Closed -$235K 99
2023
Q1
$235K Buy
3,103
+312
+11% +$24.9K 0.08% 87
2022
Q4
$214K Buy
+2,791
New +$210K 0.08% 92
2022
Q3
Sell
-3,277
Closed -$266K 101
2022
Q2
$266K Buy
3,277
+361
+12% +$29.1K 0.1% 85
2022
Q1
$231K Sell
2,916
-147
-5% -$11.3K 0.08% 91
2021
Q4
$246K Buy
+3,063
New +$234K 0.09% 93

Other funds holding WPC

Long Run Wealth Advisors's WPC Position: Q2 2023 in Review

Long Run Wealth Advisors sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 3,103 shares — an estimated $235K sold.

Long Run Wealth Advisors first reported a position in WPC in Q4 2021 and held it in 5 quarters. The position peaked at $266K in Q2 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

  • Long Run Wealth Advisors reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
  • Long Run Wealth Advisors sold 3,103 W.P. Carey shares in Q2 2023, an estimated $235K.
  • Long Run Wealth Advisors first reported a position in W.P. Carey in Q4 2021 and held it in 5 quarters.
  • Long Run Wealth Advisors's W.P. Carey position peaked at $266K in Q2 2022.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Long Run Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.