Cerro Pacific Wealth Advisors’s Simon Property Group SPG Stock Holding History

Cerro Pacific 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 Q1	–	Sell	-3,047	Closed	-$358K	–	164
2022 Q4	$358K	Sell	3,047 -1,393	-31%	-$155K	0.19%	120
2022 Q3	$398K	Sell	4,440 -418	-9%	-$42.8K	0.24%	100
2022 Q2	$461K	Sell	4,858 -282	-5%	-$32.3K	0.29%	96
2022 Q1	$676K	Buy	5,140 +246	+5%	+$35K	0.41%	76
2021 Q4	$782K	Buy	+4,894	New	+$747K	0.5%	62

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Cerro Pacific Wealth Advisors's SPG Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 3,047 shares — an estimated $358K sold.

Cerro Pacific Wealth Advisors first reported a position in SPG in Q4 2021 and held it in 5 quarters. The position peaked at $782K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Cerro Pacific Wealth Advisors reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 3,047 Simon Property Group shares in Q1 2023, an estimated $358K.
Cerro Pacific Wealth Advisors first reported a position in Simon Property Group in Q4 2021 and held it in 5 quarters.
Cerro Pacific Wealth Advisors's Simon Property Group position peaked at $782K in Q4 2021.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.