Sargent Bickham Lagudis’s W.P. Carey WPC Stock Holding History

Sargent Bickham Lagudis’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	$60.1K	Buy	785 +9	+1%	+$676	﹤0.01%	410
2022 Q3	$53K	Buy	776 +6	+0.8%	+$491	﹤0.01%	402
2022 Q2	$62K	Buy	770 +7	+0.9%	+$565	0.01%	385
2022 Q1	$60K	Buy	763 +7	+0.9%	+$537	﹤0.01%	418
2021 Q4	$61K	Buy	756 +231	+44%	+$17.7K	﹤0.01%	421
2021 Q3	$38K	Buy	525 +7	+1%	+$533	﹤0.01%	501
2021 Q2	$38K	Buy	518 +7	+1%	+$512	﹤0.01%	504
2021 Q1	$35K	Buy	511 +9	+2%	+$603	﹤0.01%	494
2020 Q4	$35K	Sell	502 -934	-65%	-$62.4K	﹤0.01%	476
2020 Q3	$92K	Buy	1,436 +8	+0.6%	+$539	0.01%	305
2020 Q2	$95K	Buy	1,428 +8	+0.6%	+$497	0.01%	285
2020 Q1	$81K	Sell	1,420 -227	-14%	-$17.2K	0.01%	278
2019 Q4	$129K	Buy	1,647 +8	+0.5%	+$670	0.01%	252
2019 Q3	$144K	Buy	1,639 +8	+0.5%	+$682	0.02%	220
2019 Q2	$130K	Buy	1,631 +690	+73%	+$54.7K	0.02%	249
2019 Q1	$72K	Sell	941 -770	-45%	-$55.5K	0.01%	327
2018 Q4	$110K	Buy	1,711 +770	+82%	+$50.1K	0.01%	259
2018 Q3	$59K	Hold	941	–	–	0.01%	340
2018 Q2	$61K	Hold	941	–	–	0.01%	333
2018 Q1	$57K	Hold	941	–	–	0.01%	342
2017 Q4	$64K	Hold	941	–	–	0.01%	338
2017 Q3	$62K	Hold	941	–	–	0.01%	341
2017 Q2	$61K	Hold	941	–	–	0.01%	333
2017 Q1	$57K	Hold	941	–	–	0.01%	341
2016 Q4	$54K	Hold	941	–	–	0.01%	328
2016 Q3	$59K	Buy	+941	New	+$62.8K	0.01%	319

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sargent Bickham Lagudis's WPC Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its W.P. Carey (WPC) stake by 1.2% in Q4 2022, buying an estimated $676 and bringing the position to 785 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Sargent Bickham Lagudis first reported a position in WPC in Q3 2016 and has held it in 26 quarters since. The position peaked at $144K in Q3 2019. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Sargent Bickham Lagudis held 785 shares of W.P. Carey worth $60.1K as of Q4 2022.
Sargent Bickham Lagudis bought 9 W.P. Carey shares in Q4 2022, an estimated $676.
W.P. Carey made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #410 holding.
Sargent Bickham Lagudis first reported a position in W.P. Carey in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's W.P. Carey position peaked at $144K in Q3 2019.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.