VisionPoint Advisory Group’s W.P. Carey WPC Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-10	Closed	-$541	–	897
2023 Q3	$541	Buy	+10	New	+$641	﹤0.01%	625
2019 Q3	–	Sell	-2,553	Closed	-$203K	–	139
2019 Q2	$203K	Buy	+2,553	New	+$202K	0.06%	127

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

VisionPoint Advisory Group's WPC Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 10 shares — an estimated $541 sold.

VisionPoint Advisory Group first reported a position in WPC in Q2 2019 and held it in 2 quarters. The position peaked at $203K in Q2 2019. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

VisionPoint Advisory Group reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 10 W.P. Carey shares in Q4 2023, an estimated $541.
VisionPoint Advisory Group first reported a position in W.P. Carey in Q2 2019 and held it in 2 quarters.
VisionPoint Advisory Group's W.P. Carey position peaked at $203K in Q2 2019.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.