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Northwest Financial Advisors’s W.P. Carey WPC Stock Holding History

Northwest Financial 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
Q4 		– Sell
-2,030
Closed -$126K – 551
2024
Q3 		$126K Buy
+2,030
New +$120K 0.1% 138
2024
Q1 		– Sell
-2,030
Closed -$132K – 537
2023
Q4 		$132K Buy
+2,030
New +$117K 0.11% 117

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's WPC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 2,030 shares — an estimated $126K sold.

Northwest Financial Advisors first reported a position in WPC in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q4 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,030 W.P. Carey shares in Q4 2024, an estimated $126K.
  • Northwest Financial Advisors first reported a position in W.P. Carey in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's W.P. Carey position peaked at $132K in Q4 2023.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.