PCA Investment Advisory Services’s W.P. Carey WPC Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-582	Closed	-$38.5K	–	421
2023 Q2	$38.5K	Buy	+582	New	+$40.5K	0.02%	287

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PCA Investment Advisory Services's WPC Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 582 shares — an estimated $38.5K sold.

PCA Investment Advisory Services first reported a position in WPC in Q2 2023 and held it in 1 quarter. The position peaked at $38.5K in Q2 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

PCA Investment Advisory Services reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 582 W.P. Carey shares in Q3 2023, an estimated $38.5K.
PCA Investment Advisory Services first reported a position in W.P. Carey in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's W.P. Carey position peaked at $38.5K in Q2 2023.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.