Signature Wealth Management Partners’s W.P. Carey WPC Stock Holding History

Signature Wealth Management Partners’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	-3,442	Closed	-$261K	–	111
2023 Q1	$261K	Sell	3,442 -282	-8%	-$22.5K	0.24%	80
2022 Q4	$285K	Hold	3,724	–	–	0.28%	77
2022 Q3	$255K	Buy	+3,724	New	+$305K	0.28%	77

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

Signature Wealth Management Partners's WPC Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 3,442 shares — an estimated $261K sold.

Signature Wealth Management Partners first reported a position in WPC in Q3 2022 and held it in 3 quarters. The position peaked at $285K in Q4 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Signature Wealth Management Partners reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 3,442 W.P. Carey shares in Q2 2023, an estimated $261K.
Signature Wealth Management Partners first reported a position in W.P. Carey in Q3 2022 and held it in 3 quarters.
Signature Wealth Management Partners's W.P. Carey position peaked at $285K in Q4 2022.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.