AWA
WPG

Arete Wealth Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Arete Wealth Advisors’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-68,561
Closed -$3.95M – 456
2020
Q4 		$3.95M Buy
68,561
+60,305
+730% +$424K 0.56% 41
2020
Q3 		$4.3M Buy
+8,256
New +$52.7K 0.65% 32

Other funds holding WPG

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arete Wealth Advisors's WPG Position: Q1 2021 in Review

Arete Wealth Advisors sold out of Washington Prime Group Inc. (WPG) in Q1 2021, closing a stake of 68,561 shares — an estimated $3.95M sold.

Arete Wealth Advisors first reported a position in WPG in Q3 2020 and held it in 2 quarters. The position peaked at $4.3M in Q3 2020. 108 funds tracked by Wall St. Rank hold WPG as of Q1 2021.

  • Arete Wealth Advisors reported no remaining Washington Prime Group Inc. position as of Q1 2021 after selling out during the quarter.
  • Arete Wealth Advisors sold 68,561 Washington Prime Group Inc. shares in Q1 2021, an estimated $3.95M.
  • Arete Wealth Advisors first reported a position in Washington Prime Group Inc. in Q3 2020 and held it in 2 quarters.
  • Arete Wealth Advisors's Washington Prime Group Inc. position peaked at $4.3M in Q3 2020.
  • 108 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2021.

Based on Arete Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.