V Wealth Advisors’s W.P. Carey WPC Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-21,063	Closed	-$1.39M	–	374
2023 Q2	$1.39M	Sell	21,063 -801	-4%	-$55.7K	0.23%	88
2023 Q1	$1.66M	Sell	21,864 -3,360	-13%	-$268K	0.31%	72
2022 Q4	$1.93M	Sell	25,224 -7,067	-22%	-$531K	0.4%	54
2022 Q3	$2.21M	Buy	32,291 +8,506	+36%	+$696K	0.44%	45
2022 Q2	$1.93M	Buy	23,785 +4,460	+23%	+$360K	0.36%	61
2022 Q1	$1.53M	Sell	19,325 -423	-2%	-$32.4K	0.24%	101
2021 Q4	$1.59M	Sell	19,748 -1,888	-9%	-$145K	0.23%	96
2021 Q3	$1.55M	Buy	21,636 +868	+4%	+$66.1K	0.24%	97
2021 Q2	$1.52M	Buy	20,768 +843	+4%	+$61.7K	0.24%	102
2021 Q1	$1.38M	Sell	19,925 -439	-2%	-$29.4K	0.25%	99
2020 Q4	$1.41M	Buy	+20,364	New	+$1.36M	0.29%	84
2020 Q3	–	Sell	-21,235	Closed	-$1.41M	–	357
2020 Q2	$1.41M	Sell	21,235 -609	-3%	-$37.8K	0.37%	67
2020 Q1	$1.24M	Buy	21,844 +3,935	+22%	+$298K	0.39%	63
2019 Q4	$1.57M	Hold	17,909	–	–	0.56%	45
2019 Q3	$1.57M	Buy	+17,909	New	+$1.53M	0.56%	45
2019 Q2	–	Sell	-3,205	Closed	-$247K	–	285
2019 Q1	$247K	Sell	3,205 -967	-23%	-$69.7K	0.1%	208
2018 Q4	$277K	Buy	+4,172	New	+$272K	0.14%	166
2017 Q3	–	Sell	-731	Closed	-$47K	–	710
2017 Q2	$47K	Buy	+731	New	+$46.2K	0.02%	329

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

V Wealth Advisors's WPC Position: Q3 2023 in Review

V Wealth Advisors sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 21,063 shares — an estimated $1.39M sold.

V Wealth Advisors first reported a position in WPC in Q2 2017 and held it in 18 quarters. The position peaked at $2.21M in Q3 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

V Wealth Advisors reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 21,063 W.P. Carey shares in Q3 2023, an estimated $1.39M.
V Wealth Advisors first reported a position in W.P. Carey in Q2 2017 and held it in 18 quarters.
V Wealth Advisors's W.P. Carey position peaked at $2.21M in Q3 2022.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.