Rainsberger Wealth Advisors’s W.P. Carey WPC Stock Holding History

Rainsberger Wealth 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 Q4	–	Sell	-10,702	Closed	-$567K	–	73
2023 Q3	$567K	Buy	10,702 +443	+4%	+$28.4K	0.35%	56
2023 Q2	$679K	Buy	10,259 +59	+0.6%	+$4.1K	0.41%	53
2023 Q1	$774K	Buy	10,200 +1,453	+17%	+$116K	0.46%	54
2022 Q4	$669K	Buy	8,747 +2,260	+35%	+$170K	0.43%	52
2022 Q3	$444K	Buy	+6,487	New	+$531K	0.3%	61

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Rainsberger Wealth Advisors's WPC Position: Q4 2023 in Review

Rainsberger Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 10,702 shares — an estimated $567K sold.

Rainsberger Wealth Advisors first reported a position in WPC in Q3 2022 and held it in 5 quarters. The position peaked at $774K in Q1 2023. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Rainsberger Wealth Advisors reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
Rainsberger Wealth Advisors sold 10,702 W.P. Carey shares in Q4 2023, an estimated $567K.
Rainsberger Wealth Advisors first reported a position in W.P. Carey in Q3 2022 and held it in 5 quarters.
Rainsberger Wealth Advisors's W.P. Carey position peaked at $774K in Q1 2023.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.