Trust Point Inc’s W.P. Carey WPC Stock Holding History

Trust Point Inc’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	-3,540	Closed	-$221K	–	587
2024 Q3	$221K	Buy	+3,540	New	+$210K	0.02%	480
2024 Q2	–	Sell	-4,015	Closed	-$227K	–	537
2024 Q1	$227K	Buy	+4,015	New	+$240K	0.02%	479

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

Trust Point Inc's WPC Position: Q4 2024 in Review

Trust Point Inc sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,540 shares — an estimated $221K sold.

Trust Point Inc first reported a position in WPC in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

Trust Point Inc reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
Trust Point Inc sold 3,540 W.P. Carey shares in Q4 2024, an estimated $221K.
Trust Point Inc first reported a position in W.P. Carey in Q1 2024 and held it in 2 quarters.
Trust Point Inc's W.P. Carey position peaked at $227K in Q1 2024.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Trust Point Inc's 13F filing for Q4 2024, filed 24 Jan 2025.