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Advocacy Wealth Management Services’s Simon Property Group SPG Stock Holding History

Advocacy Wealth Management Services’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
2021
Q3 		– Sell
-212
Closed -$28K – 200
2021
Q2 		$28K Buy
+212
New +$26.4K 0.01% 93

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Advocacy Wealth Management Services's SPG Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 212 shares — an estimated $28K sold.

Advocacy Wealth Management Services first reported a position in SPG in Q2 2021 and held it in 1 quarter. The position peaked at $28K in Q2 2021. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Advocacy Wealth Management Services reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 212 Simon Property Group shares in Q3 2021, an estimated $28K.
  • Advocacy Wealth Management Services first reported a position in Simon Property Group in Q2 2021 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Simon Property Group position peaked at $28K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.