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CAC
Certified Advisory Corp’s
Simon Property Group
SPG
Stock Holding History
Certified Advisory Corp’s Portfolio
SPG Stock Details
SPG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-169
Closed
-$19K
–
653
2021
Q1
$19K
Buy
+169
New
+$17.6K
﹤0.01%
501
2020
Q2
$11K
Hold
160
–
–
﹤0.01%
543
2020
Q1
$9K
Buy
160
+2
+1%
+$239
﹤0.01%
549
2019
Q4
$23K
Buy
158
+2
+1%
+$300
0.01%
460
2019
Q3
$24K
Buy
156
+3
+2%
+$467
0.01%
451
2019
Q2
$24K
Buy
153
+2
+1%
+$344
0.01%
452
2019
Q1
$28K
Buy
151
+1
+0.7%
+$178
0.01%
391
2018
Q4
$25K
Buy
150
+2
+1%
+$358
0.01%
386
2018
Q3
$26K
Buy
148
+1
+0.7%
+$177
0.01%
399
2018
Q2
$25K
Buy
147
+3
+2%
+$477
0.01%
385
2018
Q1
$22K
Buy
144
+2
+1%
+$318
0.01%
396
2017
Q4
$24K
Buy
+142
New
+$23.1K
0.02%
340
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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