SignalPoint Asset Management’s W.P. Carey WPC Stock Holding History

SignalPoint Asset 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
2023 Q2	–	Sell	-2,751	Closed	-$209K	–	221
2023 Q1	$209K	Buy	2,751 +116	+4%	+$9.24K	0.07%	202
2022 Q4	$202K	Buy	+2,635	New	+$198K	0.07%	209
2022 Q3	–	Sell	-2,468	Closed	-$200K	–	215
2022 Q2	$200K	Buy	+2,468	New	+$199K	0.07%	204
2016 Q3	–	Sell	-3,038	Closed	-$207K	–	250
2016 Q2	$207K	Buy	+3,038	New	+$191K	0.09%	221

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SignalPoint Asset Management's WPC Position: Q2 2023 in Review

SignalPoint Asset Management sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,751 shares — an estimated $209K sold.

SignalPoint Asset Management first reported a position in WPC in Q2 2016 and held it in 4 quarters. The position peaked at $209K in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

SignalPoint Asset Management reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
SignalPoint Asset Management sold 2,751 W.P. Carey shares in Q2 2023, an estimated $209K.
SignalPoint Asset Management first reported a position in W.P. Carey in Q2 2016 and held it in 4 quarters.
SignalPoint Asset Management's W.P. Carey position peaked at $209K in Q1 2023.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on SignalPoint Asset Management's 13F filing for Q2 2023, filed 12 Jul 2023.