TrustCore Financial Services’s W.P. Carey WPC Stock Holding History

TrustCore Financial Services’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 Q4	$71.6K	Hold	935	–	–	0.01%	396
2022 Q3	$64K	Buy	+935	New	+$76.5K	0.01%	412

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TrustCore Financial Services's WPC Position: Q4 2022 in Review

TrustCore Financial Services held its W.P. Carey (WPC) position steady in Q4 2022 at 935 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #396.

TrustCore Financial Services first reported a position in WPC in Q3 2022 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

TrustCore Financial Services held 935 shares of W.P. Carey worth $71.6K as of Q4 2022.
TrustCore Financial Services left its W.P. Carey share count unchanged in Q4 2022.
W.P. Carey made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #396 holding.
TrustCore Financial Services first reported a position in W.P. Carey in Q3 2022 and has held it in 2 quarters since.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.