Nvest Financial’s W.P. Carey WPC Stock Holding History

Nvest Financial’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 Q2	–	Sell	-7,082	Closed	-$537K	–	70
2023 Q1	$537K	Buy	+7,082	New	+$564K	0.56%	43

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nvest Financial's WPC Position: Q2 2023 in Review

Nvest Financial sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 7,082 shares — an estimated $537K sold.

Nvest Financial first reported a position in WPC in Q1 2023 and held it in 1 quarter. The position peaked at $537K in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Nvest Financial reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Nvest Financial sold 7,082 W.P. Carey shares in Q2 2023, an estimated $537K.
Nvest Financial first reported a position in W.P. Carey in Q1 2023 and held it in 1 quarter.
Nvest Financial's W.P. Carey position peaked at $537K in Q1 2023.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Nvest Financial's 13F filing for Q2 2023, filed 20 Jul 2023.