Sage Private Wealth Group’s W.P. Carey WPC Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-197	Closed	-$13K	–	184
2022 Q3	$13K	Buy	+197	New	+$16.1K	0.02%	139

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sage Private Wealth Group's WPC Position: Q4 2022 in Review

Sage Private Wealth Group sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 197 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in WPC in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Sage Private Wealth Group reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 197 W.P. Carey shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in W.P. Carey in Q3 2022 and held it in 1 quarter.
Sage Private Wealth Group's W.P. Carey position peaked at $13K in Q3 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.