Touchstone Capital’s W.P. Carey WPC Stock Holding History

Touchstone Capital’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	-2,638	Closed	-$200K	–	20
2023 Q1	$200K	Hold	2,638	–	–	0.22%	18
2022 Q4	$202K	Buy	+2,638	New	+$198K	0.24%	18
2022 Q3	–	Sell	-2,665	Closed	-$216K	–	21
2022 Q2	$216K	Sell	2,665 -12	-0.4%	-$968	0.21%	21
2022 Q1	$212K	Sell	2,677 -152	-5%	-$11.7K	0.18%	21
2021 Q4	$227K	Hold	2,829	–	–	0.18%	16
2021 Q3	$202K	Sell	2,829 -96	-3%	-$7.31K	0.18%	15
2021 Q2	$214K	Sell	2,925 -100	-3%	-$7.32K	0.19%	15
2021 Q1	$210K	Sell	3,025 -404	-12%	-$27.1K	0.19%	15
2020 Q4	$237K	Buy	+3,429	New	+$229K	0.24%	13

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

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

Touchstone Capital's WPC Position: Q2 2023 in Review

Touchstone Capital sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,638 shares — an estimated $200K sold.

Touchstone Capital first reported a position in WPC in Q4 2020 and held it in 9 quarters. The position peaked at $237K in Q4 2020. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Touchstone Capital reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Touchstone Capital sold 2,638 W.P. Carey shares in Q2 2023, an estimated $200K.
Touchstone Capital first reported a position in W.P. Carey in Q4 2020 and held it in 9 quarters.
Touchstone Capital's W.P. Carey position peaked at $237K in Q4 2020.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Touchstone Capital's 13F filing for Q2 2023, filed 14 Jul 2023.