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Planned Solutions’s W.P. Carey WPC Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,543
Closed -$96.1K – 641
2024
Q3 		$96.1K Buy
+1,543
New +$91.5K 0.04% 213
2024
Q1 		– Sell
-1,543
Closed -$100K – 559
2023
Q4 		$100K Buy
+1,543
New +$88.9K 0.05% 184
2021
Q1 		– Sell
-1,656
Closed -$114K – 415
2020
Q4 		$114K Hold
1,656
– – 0.09% 86
2020
Q3 		$106K Buy
+1,656
New +$112K 0.1% 78

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's WPC Position: Q4 2024 in Review

Planned Solutions sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 1,543 shares — an estimated $96.1K sold.

Planned Solutions first reported a position in WPC in Q3 2020 and held it in 4 quarters. The position peaked at $114K in Q4 2020. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Planned Solutions reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,543 W.P. Carey shares in Q4 2024, an estimated $96.1K.
  • Planned Solutions first reported a position in W.P. Carey in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's W.P. Carey position peaked at $114K in Q4 2020.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.