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

Urban 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
2022
Q2 		$5K Buy
+63
New +$5.08K 0.02% 247

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Urban Wealth Management's WPC Position: Q2 2022 in Review

Urban Wealth Management opened a new position in W.P. Carey (WPC) in Q2 2022: 63 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings.

812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Urban Wealth Management held 63 shares of W.P. Carey worth $5K as of Q2 2022.
  • W.P. Carey was a new Urban Wealth Management position in Q2 2022.
  • W.P. Carey made up 0.02% of Urban Wealth Management's portfolio in Q2 2022, its #247 holding.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.