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Scientech Research LLC’s W.P. Carey WPC Stock Holding History

Scientech Research LLC’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
Q3 		– Sell
-12,958
Closed -$713K – 870
2024
Q2 		$713K Buy
12,958
+6,320
+95% +$356K 0.15% 251
2024
Q1 		$375K Buy
+6,638
New +$397K 0.2% 235

Other funds holding WPC

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Scientech Research LLC's WPC Position: Q3 2024 in Review

Scientech Research LLC sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 12,958 shares — an estimated $713K sold.

Scientech Research LLC first reported a position in WPC in Q1 2024 and held it in 2 quarters. The position peaked at $713K in Q2 2024. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • Scientech Research LLC reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
  • Scientech Research LLC sold 12,958 W.P. Carey shares in Q3 2024, an estimated $713K.
  • Scientech Research LLC first reported a position in W.P. Carey in Q1 2024 and held it in 2 quarters.
  • Scientech Research LLC's W.P. Carey position peaked at $713K in Q2 2024.
  • 801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on Scientech Research LLC's 13F filing for Q3 2024, filed 14 Nov 2024.