Sugarloaf Wealth Management’s W.P. Carey WPC Stock Holding History

Sugarloaf Wealth Management’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	-155	Closed	-$11.8K	–	785
2022 Q4	$11.8K	Buy	155 +36	+30%	+$2.7K	﹤0.01%	475
2022 Q3	$9K	Buy	119 +1	+0.8%	+$82	﹤0.01%	546
2022 Q2	$10K	Buy	118 +2	+2%	+$161	﹤0.01%	530
2022 Q1	$9K	Buy	116 +1	+0.9%	+$77	﹤0.01%	502
2021 Q4	$9K	Buy	115 +2	+2%	+$153	﹤0.01%	528
2021 Q3	$8K	Buy	113 +1	+0.9%	+$76	﹤0.01%	551
2021 Q2	$8K	Buy	112 +2	+2%	+$146	﹤0.01%	543
2021 Q1	$8	Buy	110 +2	+2%	+$134	﹤0.01%	534
2020 Q4	$7K	Buy	108 +1	+0.9%	+$67	﹤0.01%	518
2020 Q3	$7K	Buy	107 +2	+2%	+$135	﹤0.01%	492
2020 Q2	$7K	Buy	105 +2	+2%	+$124	﹤0.01%	488
2020 Q1	$6K	Hold	103	–	–	﹤0.01%	497
2019 Q4	$8K	Buy	+103	New	+$8.63K	﹤0.01%	494

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

Sugarloaf Wealth Management's WPC Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 155 shares — an estimated $11.8K sold.

Sugarloaf Wealth Management first reported a position in WPC in Q4 2019 and held it in 13 quarters. The position peaked at $11.8K in Q4 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Sugarloaf Wealth Management reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 155 W.P. Carey shares in Q1 2023, an estimated $11.8K.
Sugarloaf Wealth Management first reported a position in W.P. Carey in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's W.P. Carey position peaked at $11.8K in Q4 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.