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Resources Management Corp’s W.P. Carey WPC Stock Holding History

Resources Management Corp’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
-20
Closed -$1K – 448
2023
Q2 		$1K Sell
20
-18,154
-100% -$1.26M ﹤0.01% 437
2023
Q1 		$546K Buy
18,174
+18,154
+90,770% +$1.45M 0.09% 146
2022
Q4 		$2K Hold
20
– – ﹤0.01% 435
2022
Q3 		$1K Hold
20
– – ﹤0.01% 472
2022
Q2 		$2K Hold
20
– – ﹤0.01% 482
2022
Q1 		$2K Hold
20
– – ﹤0.01% 475
2021
Q4 		$2K Hold
20
– – ﹤0.01% 488
2021
Q3 		$1K Buy
+20
New +$1.52K ﹤0.01% 473

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resources Management Corp's WPC Position: Q3 2023 in Review

Resources Management Corp sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 20 shares — an estimated $1K sold.

Resources Management Corp first reported a position in WPC in Q3 2021 and held it in 8 quarters. The position peaked at $546K in Q1 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • Resources Management Corp reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
  • Resources Management Corp sold 20 W.P. Carey shares in Q3 2023, an estimated $1K.
  • Resources Management Corp first reported a position in W.P. Carey in Q3 2021 and held it in 8 quarters.
  • Resources Management Corp's W.P. Carey position peaked at $546K in Q1 2023.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Resources Management Corp's 13F filing for Q3 2023, filed 16 Nov 2023.