OPS
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Orion Portfolio Solutions’s W.P. Carey WPC Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-7,910
Closed -$541K – 839
2022
Q3 		$541K Buy
7,910
+4,238
+115% +$347K 0.02% 403
2022
Q2 		$298K Buy
3,672
+282
+8% +$22.8K 0.01% 556
2022
Q1 		$268K Sell
3,390
-185
-5% -$14.2K 0.01% 602
2021
Q4 		$287K Buy
+3,575
New +$274K 0.01% 585
2020
Q3 		– Sell
-439
Closed -$29K – 2058
2020
Q2 		$29K Sell
439
-271
-38% -$16.8K ﹤0.01% 851
2020
Q1 		$40K Sell
710
-964
-58% -$73.1K ﹤0.01% 642
2019
Q4 		$131K Buy
+1,674
New +$140K 0.01% 368

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's WPC Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 7,910 shares — an estimated $541K sold.

Orion Portfolio Solutions first reported a position in WPC in Q4 2019 and held it in 7 quarters. The position peaked at $541K in Q3 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

  • Orion Portfolio Solutions reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,910 W.P. Carey shares in Q4 2022, an estimated $541K.
  • Orion Portfolio Solutions first reported a position in W.P. Carey in Q4 2019 and held it in 7 quarters.
  • Orion Portfolio Solutions's W.P. Carey position peaked at $541K in Q3 2022.
  • 854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.