Sightline Wealth Advisors’s W.P. Carey WPC Stock Holding History

Sightline Wealth Advisors’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
2023 Q1	–	Sell	-2,642	Closed	-$202K	–	62
2022 Q4	$202K	Buy	+2,642	New	+$198K	0.22%	56

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Norges Bank Oslo, Norway $935B AUM

Sightline Wealth Advisors's WPC Position: Q1 2023 in Review

Sightline Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 2,642 shares — an estimated $202K sold.

Sightline Wealth Advisors first reported a position in WPC in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Sightline Wealth Advisors reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Sightline Wealth Advisors sold 2,642 W.P. Carey shares in Q1 2023, an estimated $202K.
Sightline Wealth Advisors first reported a position in W.P. Carey in Q4 2022 and held it in 1 quarter.
Sightline Wealth Advisors's W.P. Carey position peaked at $202K in Q4 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Sightline Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.