Tyler-Stone Wealth Management’s W.P. Carey WPC Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-1,200	Closed	-$66.1K	–	952
2024 Q2	$66.1K	Hold	1,200	–	–	0.03%	333
2024 Q1	$67.7K	Hold	1,200	–	–	0.03%	326
2023 Q4	$77.8K	Sell	1,200 -25	-2%	-$1.44K	0.04%	299
2023 Q3	$65K	Hold	1,225	–	–	0.04%	305
2023 Q2	$81K	Buy	+1,225	New	+$85.2K	0.05%	278
2022 Q4	$94K	Hold	1,225	–	–	0.06%	242
2022 Q3	$84K	Hold	1,225	–	–	0.06%	237
2022 Q2	$99K	Hold	1,225	–	–	0.07%	238
2022 Q1	$97K	Hold	1,225	–	–	0.05%	255
2021 Q4	$98K	Buy	+1,225	New	+$93.8K	0.05%	275

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Tyler-Stone Wealth Management's WPC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 1,200 shares — an estimated $66.1K sold.

Tyler-Stone Wealth Management first reported a position in WPC in Q4 2021 and held it in 10 quarters. The position peaked at $99K in Q2 2022. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,200 W.P. Carey shares in Q3 2024, an estimated $66.1K.
Tyler-Stone Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's W.P. Carey position peaked at $99K in Q2 2022.
801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.