AWM
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Accurate Wealth Management’s Simon Property Group SPG Stock Holding History

Accurate Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-204
Closed -$23.9K – 1251
2022
Q4 		$23.9K Buy
+204
New +$22.7K 0.01% 632

Other funds holding SPG

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's SPG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 204 shares — an estimated $23.9K sold.

Accurate Wealth Management first reported a position in SPG in Q4 2022 and held it in 1 quarter. The position peaked at $23.9K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 204 Simon Property Group shares in Q1 2023, an estimated $23.9K.
  • Accurate Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Simon Property Group position peaked at $23.9K in Q4 2022.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.