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Wagner Wealth Management (South Carolina)’s W.P. Carey WPC Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q1 		– Sell
-77
Closed -$6K – 657
2021
Q4 		$6K Hold
77
– – ﹤0.01% 555
2021
Q3 		$6K Sell
77
-428
-85% -$32.6K ﹤0.01% 529
2021
Q2 		$37K Buy
505
+199
+65% +$14.6K 0.03% 299
2021
Q1 		$21K Buy
+306
New +$20.5K 0.02% 360

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WPC Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 77 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in WPC in Q1 2021 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 77 W.P. Carey shares in Q1 2022, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in W.P. Carey in Q1 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s W.P. Carey position peaked at $37K in Q2 2021.
  • 785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.