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

Silverlake 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
2023 Q3	–	Sell	-3,737	Closed	-$247K	–	243
2023 Q2	$247K	Buy	3,737 +2	+0.1%	+$139	0.14%	178
2023 Q1	$283K	Buy	3,735 +1	+0%	+$80	0.17%	149
2022 Q4	$286K	Buy	3,734 +2	+0.1%	+$150	0.18%	145
2022 Q3	$255K	Sell	3,732 -201	-5%	-$16.5K	0.17%	148
2022 Q2	$319K	Buy	3,933 +2	+0.1%	+$161	0.21%	128
2022 Q1	$311K	Buy	3,931 +3	+0.1%	+$230	0.18%	150
2021 Q4	$316K	Buy	+3,928	New	+$301K	0.17%	145

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Silverlake Wealth Management's WPC Position: Q3 2023 in Review

Silverlake Wealth Management sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 3,737 shares — an estimated $247K sold.

Silverlake Wealth Management first reported a position in WPC in Q4 2021 and held it in 7 quarters. The position peaked at $319K in Q2 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Silverlake Wealth Management reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Silverlake Wealth Management sold 3,737 W.P. Carey shares in Q3 2023, an estimated $247K.
Silverlake Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 7 quarters.
Silverlake Wealth Management's W.P. Carey position peaked at $319K in Q2 2022.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Silverlake Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.