TCWP’s W.P. Carey WPC Stock Holding History

TCWP’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
2022 Q2	–	Sell	-587	Closed	-$46K	–	1763
2022 Q1	$46K	Buy	+587	New	+$45K	0.01%	500

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCWP's WPC Position: Q2 2022 in Review

TCWP sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 587 shares — an estimated $46K sold.

TCWP first reported a position in WPC in Q1 2022 and held it in 1 quarter. The position peaked at $46K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

TCWP reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
TCWP sold 587 W.P. Carey shares in Q2 2022, an estimated $46K.
TCWP first reported a position in W.P. Carey in Q1 2022 and held it in 1 quarter.
TCWP's W.P. Carey position peaked at $46K in Q1 2022.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.