Madison Wealth Management’s W.P. Carey WPC Stock Holding History

Madison Wealth Management’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	-14,294	Closed	-$946K	–	157
2023 Q2	$946K	Hold	14,294	–	–	0.19%	95
2023 Q1	$1.08M	Hold	14,294	–	–	0.23%	87
2022 Q4	$1.09M	Hold	14,294	–	–	0.25%	84
2022 Q3	$977K	Hold	14,294	–	–	0.24%	86
2022 Q2	$1.16M	Hold	14,294	–	–	0.28%	81
2022 Q1	$1.13M	Hold	14,294	–	–	0.24%	86
2021 Q4	$1.15M	Hold	14,294	–	–	0.23%	82
2021 Q3	$1.02M	Hold	14,294	–	–	0.22%	86
2021 Q2	$1.04M	Buy	+14,294	New	+$1.05M	0.23%	85

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's WPC Position: Q3 2023 in Review

Madison Wealth Management sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 14,294 shares — an estimated $946K sold.

Madison Wealth Management first reported a position in WPC in Q2 2021 and held it in 9 quarters. The position peaked at $1.16M in Q2 2022. 746 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Madison Wealth Management reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Madison Wealth Management sold 14,294 W.P. Carey shares in Q3 2023, an estimated $946K.
Madison Wealth Management first reported a position in W.P. Carey in Q2 2021 and held it in 9 quarters.
Madison Wealth Management's W.P. Carey position peaked at $1.16M in Q2 2022.
746 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.