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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Personal Capital Advisors's WPC Position: Q4 2022 in Review

Personal Capital Advisors increased its W.P. Carey (WPC) stake by 8.3% in Q4 2022, buying an estimated $42.9K and bringing the position to 7,437 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Personal Capital Advisors first reported a position in WPC in Q4 2018 and has held it in 17 quarters since. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Personal Capital Advisors held 7,437 shares of W.P. Carey worth $569K as of Q4 2022.
Personal Capital Advisors bought 571 W.P. Carey shares in Q4 2022, an estimated $42.9K.
W.P. Carey made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #285 holding.
Personal Capital Advisors first reported a position in W.P. Carey in Q4 2018 and has held it in 17 quarters since.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.