Ameliora Wealth Management’s Simon Property Group SPG Stock Holding History

Ameliora 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
2024 Q3	–	Sell	-400	Closed	-$60.7K	–	188
2024 Q2	$60.7K	Hold	400	–	–	0.03%	116
2024 Q1	$62.6K	Hold	400	–	–	0.03%	127
2023 Q4	$57.1K	Hold	400	–	–	0.03%	111
2023 Q3	$43.2K	Hold	400	–	–	0.03%	127
2023 Q2	$46.2K	Hold	400	–	–	0.03%	122
2023 Q1	$44.8K	Sell	400 -1,000	-71%	-$119K	0.03%	140
2022 Q4	$164K	Hold	1,400	–	–	0.09%	80
2022 Q3	$131K	Buy	+1,400	New	+$143K	0.07%	88

Other funds holding SPG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameliora Wealth Management's SPG Position: Q3 2024 in Review

Ameliora Wealth Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 400 shares — an estimated $60.7K sold.

Ameliora Wealth Management first reported a position in SPG in Q3 2022 and held it in 8 quarters. The position peaked at $164K in Q4 2022. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Ameliora Wealth Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 400 Simon Property Group shares in Q3 2024, an estimated $60.7K.
Ameliora Wealth Management first reported a position in Simon Property Group in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's Simon Property Group position peaked at $164K in Q4 2022.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.