Personal Capital Advisors’s W.P. Carey WPC Stock Holding History

Personal Capital Advisors’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	$569K	Buy	7,437 +571	+8%	+$42.9K	﹤0.01%	285
2022 Q3	$469K	Buy	6,866 +2,646	+63%	+$217K	﹤0.01%	292
2022 Q2	$342K	Buy	4,220 +36	+0.9%	+$2.9K	﹤0.01%	323
2022 Q1	$331K	Sell	4,184 -117	-3%	-$8.97K	﹤0.01%	368
2021 Q4	$346K	Buy	4,301 +32	+0.7%	+$2.45K	﹤0.01%	408
2021 Q3	$305K	Sell	4,269 -486	-10%	-$37K	﹤0.01%	402
2021 Q2	$348K	Buy	4,755 +555	+13%	+$40.6K	﹤0.01%	368
2021 Q1	$291K	Sell	4,200 -893	-18%	-$59.9K	﹤0.01%	394
2020 Q4	$352K	Buy	5,093 +881	+21%	+$58.8K	﹤0.01%	348
2020 Q3	$269K	Sell	4,212 -729	-15%	-$49.1K	﹤0.01%	351
2020 Q2	$327K	Sell	4,941 -245	-5%	-$15.2K	﹤0.01%	279
2020 Q1	$295K	Sell	5,186 -1	-0%	-$76	﹤0.01%	286
2019 Q4	$407K	Buy	5,187 +249	+5%	+$20.9K	﹤0.01%	290
2019 Q3	$432K	Sell	4,938 -554	-10%	-$47.2K	﹤0.01%	262
2019 Q2	$437K	Buy	5,492 +519	+10%	+$41.1K	﹤0.01%	246
2019 Q1	$382K	Sell	4,973 -1,934	-28%	-$139K	﹤0.01%	249
2018 Q4	$442K	Buy	+6,907	New	+$450K	0.01%	236

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 Oslo, Norway $935B AUM