C2C Wealth Management’s Simon Property Group SPG Stock Holding History

C2C 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 Q1	–	Sell	-1,407	Closed	-$225K	–	231
2021 Q4	$225K	Buy	+1,407	New	+$215K	0.03%	199

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

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

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

C2C Wealth Management's SPG Position: Q1 2022 in Review

C2C Wealth Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,407 shares — an estimated $225K sold.

C2C Wealth Management first reported a position in SPG in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

C2C Wealth Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
C2C Wealth Management sold 1,407 Simon Property Group shares in Q1 2022, an estimated $225K.
C2C Wealth Management first reported a position in Simon Property Group in Q4 2021 and held it in 1 quarter.
C2C Wealth Management's Simon Property Group position peaked at $225K in Q4 2021.
1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on C2C Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.