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

Bulltick 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
2022
Q4 		– Sell
-4,100
Closed -$368K – 149
2022
Q3 		$368K Buy
+4,100
New +$419K 0.11% 84
2021
Q4 		– Sell
-1,963
Closed -$255K – 159
2021
Q3 		$255K Sell
1,963
-1,370
-41% -$178K 0.06% 116
2021
Q2 		$435K Hold
3,333
– – 0.1% 76
2021
Q1 		$379K Sell
3,333
-270
-7% -$28.2K 0.11% 69
2020
Q4 		$312K Buy
+3,603
New +$275K 0.09% 71

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bulltick Wealth Management's SPG Position: Q4 2022 in Review

Bulltick Wealth Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 4,100 shares — an estimated $368K sold.

Bulltick Wealth Management first reported a position in SPG in Q4 2020 and held it in 5 quarters. The position peaked at $435K in Q2 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Bulltick Wealth Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Bulltick Wealth Management sold 4,100 Simon Property Group shares in Q4 2022, an estimated $368K.
  • Bulltick Wealth Management first reported a position in Simon Property Group in Q4 2020 and held it in 5 quarters.
  • Bulltick Wealth Management's Simon Property Group position peaked at $435K in Q2 2021.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Bulltick Wealth Management's 13F filing for Q4 2022, filed 25 Apr 2024.