Pure Financial Advisors’s W.P. Carey WPC Stock Holding History

Pure Financial 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
2023 Q3	–	Sell	-3,276	Closed	-$217K	–	270
2023 Q2	$217K	Hold	3,276	–	–	0.01%	242
2023 Q1	$249K	Hold	3,276	–	–	0.01%	225
2022 Q4	$251K	Hold	3,276	–	–	0.01%	213
2022 Q3	$224K	Hold	3,276	–	–	0.01%	210
2022 Q2	$266K	Hold	3,276	–	–	0.02%	206
2022 Q1	$259K	Hold	3,276	–	–	0.01%	193
2021 Q4	$263K	Hold	3,276	–	–	0.01%	179
2021 Q3	$234K	Buy	+3,276	New	+$249K	0.02%	176

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pure Financial Advisors's WPC Position: Q3 2023 in Review

Pure Financial Advisors sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 3,276 shares — an estimated $217K sold.

Pure Financial Advisors first reported a position in WPC in Q3 2021 and held it in 8 quarters. The position peaked at $266K in Q2 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Pure Financial Advisors reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Pure Financial Advisors sold 3,276 W.P. Carey shares in Q3 2023, an estimated $217K.
Pure Financial Advisors first reported a position in W.P. Carey in Q3 2021 and held it in 8 quarters.
Pure Financial Advisors's W.P. Carey position peaked at $266K in Q2 2022.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Pure Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.