Spotlight Asset Group’s W.P. Carey WPC Stock Holding History

Spotlight Asset Group’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 Q1	–	Sell	-190	Closed	-$10.3K	–	272
2023 Q4	$10.3K	Sell	190 -4	-2%	-$230	0.01%	196
2023 Q3	$10.3K	Hold	194	–	–	0.01%	196
2023 Q2	$12.8K	Buy	+194	New	+$13.5K	0.01%	192

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Spotlight Asset Group's WPC Position: Q1 2024 in Review

Spotlight Asset Group sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 190 shares — an estimated $10.3K sold.

Spotlight Asset Group first reported a position in WPC in Q2 2023 and held it in 3 quarters. The position peaked at $12.8K in Q2 2023. 774 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Spotlight Asset Group reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
Spotlight Asset Group sold 190 W.P. Carey shares in Q1 2024, an estimated $10.3K.
Spotlight Asset Group first reported a position in W.P. Carey in Q2 2023 and held it in 3 quarters.
Spotlight Asset Group's W.P. Carey position peaked at $12.8K in Q2 2023.
774 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Spotlight Asset Group's 13F filing for Q1 2024, filed 14 May 2024.