Philip James Wealth Mangement’s W.P. Carey WPC Stock Holding History

Philip James Wealth Mangement’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
2024 Q1	–	Sell	-4,232	Closed	-$274K	–	86
2023 Q4	$274K	Buy	+4,232	New	+$244K	0.21%	58

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Philip James Wealth Mangement's WPC Position: Q1 2024 in Review

Philip James Wealth Mangement sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 4,232 shares — an estimated $274K sold.

Philip James Wealth Mangement first reported a position in WPC in Q4 2023 and held it in 1 quarter. The position peaked at $274K in Q4 2023. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Philip James Wealth Mangement reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
Philip James Wealth Mangement sold 4,232 W.P. Carey shares in Q1 2024, an estimated $274K.
Philip James Wealth Mangement first reported a position in W.P. Carey in Q4 2023 and held it in 1 quarter.
Philip James Wealth Mangement's W.P. Carey position peaked at $274K in Q4 2023.
773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Philip James Wealth Mangement's 13F filing for Q1 2024, filed 29 Apr 2024.