Stratos Wealth Advisors’s W.P. Carey WPC Stock Holding History

Stratos Wealth Advisors’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	-28,978	Closed	-$1.92M	–	720
2023 Q2	$1.92M	Sell	28,978 -1,096	-4%	-$76.2K	0.14%	204
2023 Q1	$2.28M	Buy	30,074 +3,155	+12%	+$251K	0.18%	162
2022 Q4	$2.06M	Sell	26,919 -879	-3%	-$66K	0.17%	171
2022 Q3	$1.9M	Buy	27,798 +2,948	+12%	+$241K	0.2%	142
2022 Q2	$2.02M	Buy	+24,850	New	+$2.01M	0.18%	144

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

Stratos Wealth Advisors's WPC Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 28,978 shares — an estimated $1.92M sold.

Stratos Wealth Advisors first reported a position in WPC in Q2 2022 and held it in 5 quarters. The position peaked at $2.28M in Q1 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Stratos Wealth Advisors reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 28,978 W.P. Carey shares in Q3 2023, an estimated $1.92M.
Stratos Wealth Advisors first reported a position in W.P. Carey in Q2 2022 and held it in 5 quarters.
Stratos Wealth Advisors's W.P. Carey position peaked at $2.28M in Q1 2023.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.