SFS
WPC icon

Sowell Financial Services’s W.P. Carey WPC Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-47,506
Closed -$3M – 616
2024
Q3 		$3M Buy
47,506
+11,786
+33% +$699K 0.14% 167
2024
Q2 		$2M Buy
35,720
+38
+0.1% +$2.14K 0.1% 223
2024
Q1 		$2.04M Sell
35,682
-2,651
-7% -$159K 0.1% 235
2023
Q4 		$2.52M Buy
38,333
+3,712
+11% +$214K 0.14% 170
2023
Q3 		$1.87M Buy
34,621
+2,864
+9% +$183K 0.12% 197
2023
Q2 		$2.13M Buy
31,757
+28,691
+936% +$1.99M 0.12% 200
2023
Q1 		$233K Sell
3,066
-15,051
-83% -$1.2M 0.02% 647
2022
Q4 		$1.41M Buy
+18,117
New +$1.36M 0.09% 248
2021
Q2 		– Sell
-11,195
Closed -$811K – 2751
2021
Q1 		$811K Buy
11,195
+1,464
+15% +$98.1K 0.03% 473
2020
Q4 		$673K Sell
9,731
-407
-4% -$27.2K 0.03% 434
2020
Q3 		$647K Buy
10,138
+6,723
+197% +$453K 0.03% 403
2020
Q2 		$226K Sell
3,415
-271
-7% -$16.8K 0.01% 679
2020
Q1 		$210K Buy
3,686
+538
+17% +$40.8K 0.02% 636
2019
Q4 		$247K Sell
3,148
-3,180
-50% -$266K 0.02% 648
2019
Q3 		$555K Buy
+6,328
New +$539K 0.05% 385
2019
Q1 		$492K Hold
6,415
– – 0.06% 329
2018
Q4 		$411K Buy
+6,415
New +$417K 0.06% 317

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM