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USA Financial Formulas’s W.P. Carey WPC Stock Holding History

USA Financial Formulas’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
Q3 		$114K Buy
+1,663
New +$136K 0.18% 69

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

USA Financial Formulas's WPC Position: Q3 2022 in Review

USA Financial Formulas opened a new position in W.P. Carey (WPC) in Q3 2022: 1,663 shares worth $114K. The stake represents 0.18% of the portfolio and ranks #69 among its holdings.

798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

  • USA Financial Formulas held 1,663 shares of W.P. Carey worth $114K as of Q3 2022.
  • W.P. Carey was a new USA Financial Formulas position in Q3 2022.
  • W.P. Carey made up 0.18% of USA Financial Formulas's portfolio in Q3 2022, its #69 holding.
  • 798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.