Wp Carey shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wp Carey by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 51k | 64.81 |
| 2023-09-30 | $2.8M | 52k | 54.08 |
| 2023-06-30 | $3.4M | 50k | 67.56 |
| 2023-03-31 | $3.7M | 48k | 77.45 |
| 2022-12-31 | $3.7M | 48k | 78.15 |
| 2022-09-30 | $3.2M | 45k | 69.81 |
| 2022-06-30 | $3.5M | 42k | 82.85 |
| 2022-03-31 | $3.2M | 39k | 80.64 |
| 2021-12-31 | $3.2M | 39k | 82.05 |
| 2021-09-30 | $2.9M | 40k | 73.08 |
| 2021-06-30 | $2.9M | 40k | 74.43 |
| 2021-03-31 | $2.9M | 41k | 70.64 |
| 2020-12-31 | $2.7M | 39k | 70.44 |
| 2020-09-30 | $2.7M | 42k | 65.29 |
| 2020-06-30 | $2.4M | 35k | 67.64 |
| 2020-03-31 | $2.0M | 35k | 58.01 |
| 2019-12-31 | $2.7M | 33k | 79.91 |
| 2019-09-30 | $661k | 7.4k | 89.81 |
| 2019-06-30 | $515k | 6.3k | 81.15 |
| 2019-03-31 | $430k | 5.5k | 78.37 |
| 2018-12-31 | $265k | 4.0k | 66.57 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services