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

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

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Certified Advisory Corp's SPG Position: Q2 2021 in Review

Certified Advisory Corp sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 169 shares — an estimated $19K sold.

Certified Advisory Corp first reported a position in SPG in Q4 2017 and held it in 12 quarters. The position peaked at $28K in Q1 2019. 906 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

Certified Advisory Corp reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 169 Simon Property Group shares in Q2 2021, an estimated $19K.
Certified Advisory Corp first reported a position in Simon Property Group in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Simon Property Group position peaked at $28K in Q1 2019.
906 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.