Syverson Strege & Co’s W.P. Carey WPC Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-32	Closed	-$2.4K	–	631
2023 Q1	$2.4K	Buy	+32	New	+$2.55K	﹤0.01%	454

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Syverson Strege & Co's WPC Position: Q2 2023 in Review

Syverson Strege & Co sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 32 shares — an estimated $2.4K sold.

Syverson Strege & Co first reported a position in WPC in Q1 2023 and held it in 1 quarter. The position peaked at $2.4K in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Syverson Strege & Co reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 32 W.P. Carey shares in Q2 2023, an estimated $2.4K.
Syverson Strege & Co first reported a position in W.P. Carey in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's W.P. Carey position peaked at $2.4K in Q1 2023.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.