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

Axxcess 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
2023 Q4	–	Sell	-3,100	Closed	-$335K	–	923
2023 Q3	$335K	Buy	+3,100	New	+$363K	0.01%	573
2023 Q2	–	Sell	-3,088	Closed	-$346K	–	679
2023 Q1	$346K	Hold	3,088	–	–	0.03%	448
2022 Q4	$363K	Buy	+3,088	New	+$343K	0.03%	417

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Axxcess Wealth Management's SPG Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 3,100 shares — an estimated $335K sold.

Axxcess Wealth Management first reported a position in SPG in Q4 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Axxcess Wealth Management reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 3,100 Simon Property Group shares in Q4 2023, an estimated $335K.
Axxcess Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 3 quarters.
Axxcess Wealth Management's Simon Property Group position peaked at $363K in Q4 2022.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.