MKA
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M. Kulyk & Associates’s W.P. Carey WPC Stock Holding History

M. Kulyk & Associates’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
Q3 		– Sell
-3,058
Closed -$202K – 110
2023
Q2 		$202K Hold
3,058
– – 0.06% 108
2023
Q1 		$232K Sell
3,058
-128
-4% -$10.2K 0.07% 98
2022
Q4 		$244K Buy
3,186
+96
+3% +$7.21K 0.08% 91
2022
Q3 		$211K Buy
+3,090
New +$253K 0.07% 97

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

M. Kulyk & Associates's WPC Position: Q3 2023 in Review

M. Kulyk & Associates sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 3,058 shares — an estimated $202K sold.

M. Kulyk & Associates first reported a position in WPC in Q3 2022 and held it in 4 quarters. The position peaked at $244K in Q4 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • M. Kulyk & Associates reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 3,058 W.P. Carey shares in Q3 2023, an estimated $202K.
  • M. Kulyk & Associates first reported a position in W.P. Carey in Q3 2022 and held it in 4 quarters.
  • M. Kulyk & Associates's W.P. Carey position peaked at $244K in Q4 2022.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.