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Piershale Financial Group’s W.P. Carey WPC Stock Holding History

Piershale Financial Group’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
Q2 		$6.76K Hold
102
– – ﹤0.01% 143
2023
Q1 		$7.75K Hold
102
– – 0.01% 135
2022
Q4 		$7.82K Buy
+102
New +$7.66K 0.01% 132

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Piershale Financial Group's WPC Position: Q2 2023 in Review

Piershale Financial Group held its W.P. Carey (WPC) position steady in Q2 2023 at 102 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Piershale Financial Group first reported a position in WPC in Q4 2022 and has held it in 3 quarters since. The position peaked at $7.82K in Q4 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

  • Piershale Financial Group held 102 shares of W.P. Carey worth $6.76K as of Q2 2023.
  • Piershale Financial Group left its W.P. Carey share count unchanged in Q2 2023.
  • W.P. Carey made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #143 holding.
  • Piershale Financial Group first reported a position in W.P. Carey in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's W.P. Carey position peaked at $7.82K in Q4 2022.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.