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
2021 Q4	–	Sell	-715	Closed	-$51K	–	570
2021 Q3	$51K	Buy	+715	New	+$54.4K	0.01%	530

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.