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

BDO 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
2023 Q2	$215K	Buy	1,863 +220	+13%	+$24K	0.02%	253
2023 Q1	$184K	Hold	1,643	–	–	0.02%	259
2022 Q4	$193K	Hold	1,643	–	–	0.02%	263
2022 Q3	$147K	Hold	1,643	–	–	0.02%	284
2022 Q2	$156K	Sell	1,643 -104	-6%	-$11.9K	0.02%	281
2022 Q1	$230K	Buy	1,747 +4	+0.2%	+$570	0.02%	253
2021 Q4	$278K	Sell	1,743 -75	-4%	-$11.4K	0.03%	241
2021 Q3	$236K	Hold	1,818	–	–	0.03%	258
2021 Q2	$237K	Hold	1,818	–	–	0.03%	269
2021 Q1	$207K	Buy	1,818 +468	+35%	+$48.8K	0.02%	284
2020 Q4	$115K	Buy	1,350 +1,200	+800%	+$91.6K	0.02%	273
2020 Q3	$10K	Sell	150 -150	-50%	-$9.83K	﹤0.01%	498
2020 Q2	$21K	Buy	+300	New	+$18.8K	﹤0.01%	423
2019 Q2	–	Sell	-91	Closed	-$17K	–	685
2019 Q1	$17K	Hold	91	–	–	﹤0.01%	384
2018 Q4	$15K	Sell	91 -3	-3%	-$536	0.01%	373
2018 Q3	$17K	Buy	94 +11	+13%	+$1.95K	0.01%	401
2018 Q2	$14K	Buy	+83	New	+$13.2K	﹤0.01%	423
2018 Q1	–	Sell	-2	Closed	–	–	615
2017 Q4	$0	Buy	+2	New	+$325	﹤0.01%	494

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

BDO Wealth Advisors's SPG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Simon Property Group (SPG) stake by 13% in Q2 2023, buying an estimated $24K and bringing the position to 1,863 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #253.

BDO Wealth Advisors first reported a position in SPG in Q4 2017 and has held it in 18 quarters since. The position peaked at $278K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

BDO Wealth Advisors held 1,863 shares of Simon Property Group worth $215K as of Q2 2023.
BDO Wealth Advisors bought 220 Simon Property Group shares in Q2 2023, an estimated $24K.
Simon Property Group made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #253 holding.
BDO Wealth Advisors first reported a position in Simon Property Group in Q4 2017 and has held it in 18 quarters since.
BDO Wealth Advisors's Simon Property Group position peaked at $278K in Q4 2021.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.