Washington Trust Advisors’s W.P. Carey WPC Stock Holding History

Washington Trust 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 Q2	–	Sell	-40	Closed	-$3.02K	–	775
2023 Q1	$3.02K	Hold	40	–	–	﹤0.01%	688
2022 Q4	$3.05K	Hold	40	–	–	﹤0.01%	678
2022 Q3	$3K	Buy	40 +3	+8%	+$246	﹤0.01%	827
2022 Q2	$3K	Hold	37	–	–	﹤0.01%	848
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	919
2021 Q4	$3K	Buy	+37	New	+$2.83K	﹤0.01%	945

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Washington Trust Advisors's WPC Position: Q2 2023 in Review

Washington Trust Advisors sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 40 shares — an estimated $3.02K sold.

Washington Trust Advisors first reported a position in WPC in Q4 2021 and held it in 6 quarters. The position peaked at $3.05K in Q4 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Washington Trust Advisors reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 40 W.P. Carey shares in Q2 2023, an estimated $3.02K.
Washington Trust Advisors first reported a position in W.P. Carey in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's W.P. Carey position peaked at $3.05K in Q4 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.