Paragon Wealth Strategies’s W.P. Carey WPC Stock Holding History

Paragon Wealth Strategies’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	-209	Closed	-$14K	–	278
2022 Q3	$14K	Buy	+209	New	+$17.1K	0.01%	90

Other funds holding WPC

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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paragon Wealth Strategies's WPC Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 209 shares — an estimated $14K sold.

Paragon Wealth Strategies first reported a position in WPC in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Paragon Wealth Strategies reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Paragon Wealth Strategies sold 209 W.P. Carey shares in Q4 2022, an estimated $14K.
Paragon Wealth Strategies first reported a position in W.P. Carey in Q3 2022 and held it in 1 quarter.
Paragon Wealth Strategies's W.P. Carey position peaked at $14K in Q3 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.