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

Tradition 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
2024 Q4	–	Sell	-3,880	Closed	-$242K	–	443
2024 Q3	$242K	Hold	3,880	–	–	0.02%	362
2024 Q2	$214K	Hold	3,880	–	–	0.02%	373
2024 Q1	$219K	Hold	3,880	–	–	0.02%	356
2023 Q4	$251K	Buy	3,880 +1,563	+67%	+$90K	0.03%	298
2023 Q3	$123K	Sell	2,317 -142	-6%	-$9.1K	0.01%	386
2023 Q2	$163K	Sell	2,459 -75	-3%	-$5.21K	0.02%	344
2023 Q1	$192K	Buy	2,534 +819	+48%	+$65.3K	0.02%	305
2022 Q4	$131K	Buy	1,715 +204	+14%	+$15.3K	0.02%	321
2022 Q3	$103K	Hold	1,511	–	–	0.02%	359
2022 Q2	$123K	Hold	1,511	–	–	0.02%	326
2022 Q1	$120K	Hold	1,511	–	–	0.02%	368
2021 Q4	$121K	Sell	1,511 -143	-9%	-$10.9K	0.02%	368
2021 Q3	$118K	Hold	1,654	–	–	0.02%	348
2021 Q2	$121K	Hold	1,654	–	–	0.02%	363
2021 Q1	$115K	Hold	1,654	–	–	0.02%	309
2020 Q4	$114K	Buy	+1,654	New	+$110K	0.02%	292

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's WPC Position: Q4 2024 in Review

Tradition Wealth Management sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,880 shares — an estimated $242K sold.

Tradition Wealth Management first reported a position in WPC in Q4 2020 and held it in 16 quarters. The position peaked at $251K in Q4 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

Tradition Wealth Management reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,880 W.P. Carey shares in Q4 2024, an estimated $242K.
Tradition Wealth Management first reported a position in W.P. Carey in Q4 2020 and held it in 16 quarters.
Tradition Wealth Management's W.P. Carey position peaked at $251K in Q4 2023.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.