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

Total Clarity 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 Q3	–	Sell	-5,674	Closed	-$375K	–	242
2023 Q2	$375K	Sell	5,674 -17,993	-76%	-$1.25M	0.19%	133
2023 Q1	$1.8M	Buy	23,667 +1,772	+8%	+$141K	0.97%	22
2022 Q4	$1.68M	Buy	21,895 +90	+0.4%	+$6.76K	0.85%	25
2022 Q3	$1.49M	Buy	21,805 +544	+3%	+$44.5K	0.93%	26
2022 Q2	$1.73M	Buy	21,261 +3,411	+19%	+$275K	0.89%	22
2022 Q1	$1.41M	Buy	17,850 +299	+2%	+$22.9K	0.78%	37
2021 Q4	$1.41M	Buy	17,551 +1,906	+12%	+$146K	0.64%	37
2021 Q3	$1.12M	Buy	15,645 +4,178	+36%	+$318K	0.53%	47
2021 Q2	$838K	Buy	11,467 +3,781	+49%	+$277K	0.47%	63
2021 Q1	$533K	Buy	7,686 +3,081	+67%	+$207K	0.31%	78
2020 Q4	$318K	Buy	4,605 +1,077	+31%	+$71.9K	0.22%	109
2020 Q3	$225K	Buy	+3,528	New	+$238K	0.2%	114
2020 Q2	–	Sell	-6,432	Closed	-$366K	–	131
2020 Q1	$366K	Sell	6,432 -108	-2%	-$8.19K	0.57%	59
2019 Q4	$513K	Buy	+6,540	New	+$548K	0.38%	59

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 $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Total Clarity Wealth Management's WPC Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 5,674 shares — an estimated $375K sold.

Total Clarity Wealth Management first reported a position in WPC in Q4 2019 and held it in 14 quarters. The position peaked at $1.8M in Q1 2023. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Total Clarity Wealth Management reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,674 W.P. Carey shares in Q3 2023, an estimated $375K.
Total Clarity Wealth Management first reported a position in W.P. Carey in Q4 2019 and held it in 14 quarters.
Total Clarity Wealth Management's W.P. Carey position peaked at $1.8M in Q1 2023.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.