Capital Advisory Group Advisory Services’s Simon Property Group SPG Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-120	Closed	-$16K	–	444
2022 Q1	$16K	Buy	+120	New	+$17.1K	0.01%	324
2021 Q4	–	Sell	-120	Closed	-$16K	–	451
2021 Q3	$16K	Sell	120 -15	-11%	-$1.95K	0.01%	360
2021 Q2	$18K	Hold	135	–	–	0.01%	343
2021 Q1	$15K	Hold	135	–	–	0.01%	347
2020 Q4	$12K	Hold	135	–	–	0.01%	352
2020 Q3	$9K	Buy	135 +15	+13%	+$983	﹤0.01%	331
2020 Q2	$8K	Buy	+120	New	+$7.53K	﹤0.01%	324

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisory Group Advisory Services's SPG Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 120 shares — an estimated $16K sold.

Capital Advisory Group Advisory Services first reported a position in SPG in Q2 2020 and held it in 7 quarters. The position peaked at $18K in Q2 2021. 937 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 120 Simon Property Group shares in Q2 2022, an estimated $16K.
Capital Advisory Group Advisory Services first reported a position in Simon Property Group in Q2 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Simon Property Group position peaked at $18K in Q2 2021.
937 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.