Psagot Value Holdings’s W.P. Carey WPC Stock Holding History

Psagot Value Holdings’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	-50	Closed	-$3K	–	535
2023 Q4	$3K	Buy	+50	New	+$2.88K	﹤0.01%	462
2014 Q2	–	Sell	-2,105	Closed	-$124K	–	462
2014 Q1	$124K	Sell	2,105 -532	-20%	-$32.1K	﹤0.01%	299
2013 Q4	$158K	Sell	2,637 -1,537	-37%	-$96.7K	0.01%	285
2013 Q3	$264K	Buy	+4,174	New	+$275K	0.01%	263

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 $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Psagot Value Holdings's WPC Position: Q1 2024 in Review

Psagot Value Holdings sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 50 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in WPC in Q3 2013 and held it in 4 quarters. The position peaked at $264K in Q3 2013. 774 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Psagot Value Holdings reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 50 W.P. Carey shares in Q1 2024, an estimated $3K.
Psagot Value Holdings first reported a position in W.P. Carey in Q3 2013 and held it in 4 quarters.
Psagot Value Holdings's W.P. Carey position peaked at $264K in Q3 2013.
774 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.