Steph & Co’s W.P. Carey WPC Stock Holding History

Steph & Co’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 Q1	–	Sell	-189	Closed	-$14K	–	247
2022 Q4	$14K	Buy	+189	New	+$14.2K	0.01%	207

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Steph & Co's WPC Position: Q1 2023 in Review

Steph & Co sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 189 shares — an estimated $14K sold.

Steph & Co first reported a position in WPC in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Steph & Co reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Steph & Co sold 189 W.P. Carey shares in Q1 2023, an estimated $14K.
Steph & Co first reported a position in W.P. Carey in Q4 2022 and held it in 1 quarter.
Steph & Co's W.P. Carey position peaked at $14K in Q4 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Steph & Co's 13F filing for Q1 2023, filed 18 Apr 2023.