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Oliver Lagore Vanvalin Investment Group’s W.P. Carey WPC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q3 		– Sell
-77
Closed -$6K – 746
2022
Q2 		$6K Buy
77
+57
+285% +$4.6K ﹤0.01% 403
2022
Q1 		$2K Buy
+20
New +$1.53K ﹤0.01% 518

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WPC Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 77 shares — an estimated $6K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WPC in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 77 W.P. Carey shares in Q3 2022, an estimated $6K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in W.P. Carey in Q1 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's W.P. Carey position peaked at $6K in Q2 2022.
  • 798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.