StoneX Group’s W.P. Carey WPC Stock Holding History

StoneX 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
2023 Q4	–	Sell	-7,224	Closed	-$385K	–	463
2023 Q3	$385K	Buy	+7,224	New	+$463K	0.21%	129
2022 Q3	–	Sell	-3,682	Closed	-$300K	–	521
2022 Q2	$300K	Sell	3,682 -323	-8%	-$26.1K	0.05%	249
2022 Q1	$319K	Buy	+4,005	New	+$307K	0.03%	405
2019 Q4	–	Sell	-3,176	Closed	-$282K	–	315
2019 Q3	$282K	Buy	+3,176	New	+$271K	0.18%	181
2017 Q3	–	Sell	-17,686	Closed	-$1.14M	–	362
2017 Q2	$1.14M	Buy	+17,686	New	+$1.12M	0.36%	95

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

StoneX Group's WPC Position: Q4 2023 in Review

StoneX Group sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 7,224 shares — an estimated $385K sold.

StoneX Group first reported a position in WPC in Q2 2017 and held it in 5 quarters. The position peaked at $1.14M in Q2 2017. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

StoneX Group reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
StoneX Group sold 7,224 W.P. Carey shares in Q4 2023, an estimated $385K.
StoneX Group first reported a position in W.P. Carey in Q2 2017 and held it in 5 quarters.
StoneX Group's W.P. Carey position peaked at $1.14M in Q2 2017.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on StoneX Group's 13F filing for Q4 2023, filed 12 Feb 2024.