SWM
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SeaCrest Wealth Management’s W.P. Carey WPC Stock Holding History

SeaCrest Wealth 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
2022
Q3 		– Sell
-872
Closed -$71K – 1535
2022
Q2 		$71K Buy
+872
New +$70.4K 0.01% 990
2019
Q2 		– Sell
-766
Closed -$59K – 1849
2019
Q1 		$59K Sell
766
-141
-16% -$10.2K 0.01% 885
2018
Q4 		$58K Hold
907
– – 0.01% 844
2018
Q3 		$57K Hold
907
– – 0.01% 944
2018
Q2 		$59K Hold
907
– – 0.01% 917
2018
Q1 		$55K Buy
907
+17
+2% +$1.05K 0.01% 917
2017
Q4 		$60K Buy
+890
New +$60.9K 0.01% 892

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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return