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

Register 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
2024
Q3 		– Sell
-718
Closed -$39.5K – 701
2024
Q2 		$39.5K Sell
718
-1,574
-69% -$88.7K 0.02% 372
2024
Q1 		$129K Buy
+2,292
New +$137K 0.07% 221
2023
Q4 		– Sell
-2,738
Closed -$145K – 622
2023
Q3 		$145K Sell
2,738
-234
-8% -$15K 0.11% 164
2023
Q2 		$197K Buy
2,972
+3
+0.1% +$209 0.14% 138
2023
Q1 		$225K Buy
2,969
+19
+0.6% +$1.51K 0.18% 118
2022
Q4 		$226K Buy
+2,950
New +$222K 0.14% 149

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Register Financial Advisors's WPC Position: Q3 2024 in Review

Register Financial Advisors sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 718 shares — an estimated $39.5K sold.

Register Financial Advisors first reported a position in WPC in Q4 2022 and held it in 6 quarters. The position peaked at $226K in Q4 2022. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • Register Financial Advisors reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 718 W.P. Carey shares in Q3 2024, an estimated $39.5K.
  • Register Financial Advisors first reported a position in W.P. Carey in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's W.P. Carey position peaked at $226K in Q4 2022.
  • 801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.