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

BNC 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
2020 Q4	–	Sell	-347	Closed	-$22K	–	407
2020 Q3	$22K	Buy	+347	New	+$22.8K	0.02%	218

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BNC Wealth Management's SPG Position: Q4 2020 in Review

BNC Wealth Management sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 347 shares — an estimated $22K sold.

BNC Wealth Management first reported a position in SPG in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 780 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

BNC Wealth Management reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 347 Simon Property Group shares in Q4 2020, an estimated $22K.
BNC Wealth Management first reported a position in Simon Property Group in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Simon Property Group position peaked at $22K in Q3 2020.
780 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.