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	–	1846
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

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 $3.38T AUM 44.17% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

SeaCrest Wealth Management's WPC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 872 shares — an estimated $71K sold.

SeaCrest Wealth Management first reported a position in WPC in Q4 2017 and held it in 7 quarters. The position peaked at $71K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

SeaCrest Wealth Management reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 872 W.P. Carey shares in Q3 2022, an estimated $71K.
SeaCrest Wealth Management first reported a position in W.P. Carey in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's W.P. Carey position peaked at $71K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.