SWS Partners’s W.P. Carey WPC Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-274	Closed	-$15.1K	–	302
2024 Q2	$15.1K	Buy	+274	New	+$15.4K	﹤0.01%	221
2018 Q2	–	Sell	-280	Closed	-$17K	–	319
2018 Q1	$17K	Hold	280	–	–	0.01%	229
2017 Q4	$19K	Buy	+280	New	+$19.2K	0.01%	233

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SWS Partners's WPC Position: Q3 2024 in Review

SWS Partners sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 274 shares — an estimated $15.1K sold.

SWS Partners first reported a position in WPC in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 802 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

SWS Partners reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 274 W.P. Carey shares in Q3 2024, an estimated $15.1K.
SWS Partners first reported a position in W.P. Carey in Q4 2017 and held it in 3 quarters.
SWS Partners's W.P. Carey position peaked at $19K in Q4 2017.
802 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.