Riggs Asset Management’s W.P. Carey WPC Stock Holding History

Riggs Asset Management’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 Q2	–	Sell	-10	Closed	-$797	–	413
2023 Q1	$797	Hold	10	–	–	﹤0.01%	327
2022 Q4	$793	Hold	10	–	–	﹤0.01%	299
2022 Q3	$1K	Buy	+10	New	+$819	﹤0.01%	316

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Riggs Asset Management's WPC Position: Q2 2023 in Review

Riggs Asset Management sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 10 shares — an estimated $797 sold.

Riggs Asset Management first reported a position in WPC in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Riggs Asset Management reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Riggs Asset Management sold 10 W.P. Carey shares in Q2 2023, an estimated $797.
Riggs Asset Management first reported a position in W.P. Carey in Q3 2022 and held it in 3 quarters.
Riggs Asset Management's W.P. Carey position peaked at $1K in Q3 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Riggs Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.