AFWM
SPG icon

AMJ Financial Wealth Management’s Simon Property Group SPG Stock Holding History

AMJ Financial 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
2022
Q1 		– Sell
-22,120
Closed -$3.53M – 104
2021
Q4 		$3.53M Buy
22,120
+6,458
+41% +$986K 1.28% 28
2021
Q3 		$2.04M Buy
+15,662
New +$2.04M 0.83% 36

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMJ Financial Wealth Management's SPG Position: Q1 2022 in Review

AMJ Financial Wealth Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 22,120 shares — an estimated $3.53M sold.

AMJ Financial Wealth Management first reported a position in SPG in Q3 2021 and held it in 2 quarters. The position peaked at $3.53M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • AMJ Financial Wealth Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 22,120 Simon Property Group shares in Q1 2022, an estimated $3.53M.
  • AMJ Financial Wealth Management first reported a position in Simon Property Group in Q3 2021 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Simon Property Group position peaked at $3.53M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.