Welch & Forbes’s W.P. Carey WPC Stock Holding History

Welch & Forbes’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	-2,818	Closed	-$214K	–	379
2023 Q1	$214K	Hold	2,818	–	–	﹤0.01%	358
2022 Q4	$216K	Buy	+2,818	New	+$212K	﹤0.01%	352
2022 Q3	–	Sell	-2,818	Closed	-$228K	–	384
2022 Q2	$228K	Hold	2,818	–	–	﹤0.01%	359
2022 Q1	$223K	Buy	+2,818	New	+$216K	﹤0.01%	363

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

Welch & Forbes's WPC Position: Q2 2023 in Review

Welch & Forbes sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,818 shares — an estimated $214K sold.

Welch & Forbes first reported a position in WPC in Q1 2022 and held it in 4 quarters. The position peaked at $228K in Q2 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Welch & Forbes reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Welch & Forbes sold 2,818 W.P. Carey shares in Q2 2023, an estimated $214K.
Welch & Forbes first reported a position in W.P. Carey in Q1 2022 and held it in 4 quarters.
Welch & Forbes's W.P. Carey position peaked at $228K in Q2 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Welch & Forbes's 13F filing for Q2 2023, filed 28 Jul 2023.