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

Sutton 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	$29.8K	Buy	563 +33	+6%	+$2.11K	0.01%	295
2023 Q2	$35.1K	Hold	530	–	–	0.02%	272
2023 Q1	$40.2K	Buy	530 +128	+32%	+$10.2K	0.02%	226
2022 Q4	$30.8K	Buy	402 +316	+367%	+$23.7K	0.01%	547
2022 Q3	$5.86K	Buy	+86	New	+$7.04K	﹤0.01%	1042
2017 Q1	–	Sell	-82	Closed	-$4.73K	–	1080
2016 Q4	$4.73K	Hold	82	–	–	﹤0.01%	853
2016 Q3	$5.16K	Buy	+82	New	+$5.47K	﹤0.01%	810

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 $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Sutton Wealth Advisors increased its W.P. Carey (WPC) stake by 6.2% in Q3 2023, buying an estimated $2.11K and bringing the position to 563 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #295.

Sutton Wealth Advisors first reported a position in WPC in Q3 2016 and has held it in 7 quarters since. The position peaked at $40.2K in Q1 2023. 746 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Sutton Wealth Advisors held 563 shares of W.P. Carey worth $29.8K as of Q3 2023.
Sutton Wealth Advisors bought 33 W.P. Carey shares in Q3 2023, an estimated $2.11K.
W.P. Carey made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #295 holding.
Sutton Wealth Advisors first reported a position in W.P. Carey in Q3 2016 and has held it in 7 quarters since.
Sutton Wealth Advisors's W.P. Carey position peaked at $40.2K in Q1 2023.
746 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.