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

Resurgent 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
Q1 		– Sell
-509
Closed -$33K – 489
2023
Q4 		$33K Sell
509
-11
-2% -$634 0.02% 413
2023
Q3 		$27.5K Hold
520
– – 0.02% 432
2023
Q2 		$34.4K Hold
520
– – 0.02% 402
2023
Q1 		$39.4K Sell
520
-108
-17% -$8.61K 0.03% 372
2022
Q4 		$48.1K Buy
+628
New +$47.2K 0.03% 430

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Resurgent Financial Advisors's WPC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 509 shares — an estimated $33K sold.

Resurgent Financial Advisors first reported a position in WPC in Q4 2022 and held it in 5 quarters. The position peaked at $48.1K in Q4 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 509 W.P. Carey shares in Q1 2024, an estimated $33K.
  • Resurgent Financial Advisors first reported a position in W.P. Carey in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's W.P. Carey position peaked at $48.1K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.