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Mountain Capital Investment Advisors’s W.P. Carey WPC Stock Holding History

Mountain Capital 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
2023
Q3 		– Sell
-19,042
Closed -$1.36M – 74
2023
Q2 		$1.36M Sell
19,042
-5,771
-23% -$401K 0.51% 38
2023
Q1 		$1.76M Sell
24,813
-762
-3% -$60.7K 0.77% 43
2022
Q4 		$2.01M Buy
25,575
+4,550
+22% +$342K 0.92% 38
2022
Q3 		$1.46M Buy
21,025
+1,556
+8% +$127K 0.76% 45
2022
Q2 		$1.55M Sell
19,469
-177
-0.9% -$14.3K 0.77% 43
2022
Q1 		$1.57M Sell
19,646
-1,079
-5% -$82.8K 0.74% 47
2021
Q4 		$1.61M Buy
20,725
+5,702
+38% +$436K 0.73% 45
2021
Q3 		$1.1M Buy
15,023
+710
+5% +$54K 0.58% 66
2021
Q2 		$1.08M Sell
14,313
-2,230
-13% -$163K 0.5% 65
2021
Q1 		$1.17M Buy
16,543
+4,067
+33% +$273K 0.58% 59
2020
Q4 		$811K Sell
12,476
-2,093
-14% -$140K 0.49% 73
2020
Q3 		$973K Buy
+14,569
New +$982K 0.63% 62

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

Mountain Capital Investment Advisors's WPC Position: Q3 2023 in Review

Mountain Capital Investment Advisors sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 19,042 shares — an estimated $1.36M sold.

Mountain Capital Investment Advisors first reported a position in WPC in Q3 2020 and held it in 12 quarters. The position peaked at $2.01M in Q4 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • Mountain Capital Investment Advisors reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 19,042 W.P. Carey shares in Q3 2023, an estimated $1.36M.
  • Mountain Capital Investment Advisors first reported a position in W.P. Carey in Q3 2020 and held it in 12 quarters.
  • Mountain Capital Investment Advisors's W.P. Carey position peaked at $2.01M in Q4 2022.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.