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ARQ Wealth Advisors’s Simon Property Group SPG Stock Holding History

ARQ Wealth Advisors’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
-3,545
Closed -$463K – 53
2021
Q2 		$463K Hold
3,545
– – 0.3% 38
2021
Q1 		$403K Buy
+3,545
New +$370K 0.26% 38

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 $51.1B AUM 35.55% 1-Year Est. Return

ARQ Wealth Advisors's SPG Position: Q3 2021 in Review

ARQ Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 3,545 shares — an estimated $463K sold.

ARQ Wealth Advisors first reported a position in SPG in Q1 2021 and held it in 2 quarters. The position peaked at $463K in Q2 2021. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • ARQ Wealth Advisors reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • ARQ Wealth Advisors sold 3,545 Simon Property Group shares in Q3 2021, an estimated $463K.
  • ARQ Wealth Advisors first reported a position in Simon Property Group in Q1 2021 and held it in 2 quarters.
  • ARQ Wealth Advisors's Simon Property Group position peaked at $463K in Q2 2021.
  • 916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on ARQ Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.