Moneta Group Investment Advisors’s W.P. Carey WPC Stock Holding History

Moneta Group Investment 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
2024 Q1	–	Sell	-3,528	Closed	-$229K	–	634
2023 Q4	$229K	Buy	+3,528	New	+$203K	﹤0.01%	502
2023 Q3	–	Sell	-3,489	Closed	-$231K	–	563
2023 Q2	$231K	Sell	3,489 -830	-19%	-$57.7K	0.01%	478
2023 Q1	$328K	Buy	4,319 +371	+9%	+$29.6K	0.01%	397
2022 Q4	$331K	Sell	3,948 -558	-12%	-$41.9K	0.01%	353
2022 Q3	$308K	Sell	4,506 -1,729	-28%	-$142K	0.01%	349
2022 Q2	$506K	Buy	+6,235	New	+$503K	0.02%	299

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moneta Group Investment Advisors's WPC Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 3,528 shares — an estimated $229K sold.

Moneta Group Investment Advisors first reported a position in WPC in Q2 2022 and held it in 6 quarters. The position peaked at $506K in Q2 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Moneta Group Investment Advisors reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,528 W.P. Carey shares in Q1 2024, an estimated $229K.
Moneta Group Investment Advisors first reported a position in W.P. Carey in Q2 2022 and held it in 6 quarters.
Moneta Group Investment Advisors's W.P. Carey position peaked at $506K in Q2 2022.
773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.