Cetera Advisor Networks’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.64M | Buy |
29,637
+1,459
| +5% | +$214K | 0.02% | 663 |
|
|
2023
Q4 | $4.02M | Sell |
28,178
-2,013
| -7% | -$243K | 0.02% | 675 |
|
|
2023
Q3 | $3.26M | Buy |
30,191
+3,946
| +15% | +$462K | 0.02% | 702 |
|
|
2023
Q2 | $3.03M | Sell |
26,245
-51
| -0.2% | -$5.55K | 0.02% | 707 |
|
|
2023
Q1 | $2.94M | Buy |
26,296
+1,997
| +8% | +$238K | 0.02% | 696 |
|
|
2022
Q4 | $2.85M | Buy |
24,299
+14,023
| +136% | +$1.56M | 0.02% | 665 |
|
|
2022
Q3 | $922K | Buy |
10,276
+4,178
| +69% | +$427K | 0.01% | 914 |
|
|
2022
Q2 | $578K | Buy |
6,098
+3,486
| +133% | +$399K | 0.01% | 1180 |
|
|
2022
Q1 | $344K | Sell |
2,612
-2,145
| -45% | -$306K | ﹤0.01% | 1547 |
|
|
2021
Q4 | $760K | Buy |
4,757
+2,282
| +92% | +$348K | 0.01% | 1026 |
|
|
2021
Q3 | $322K | Sell |
2,475
-75
| -3% | -$9.76K | ﹤0.01% | 1486 |
|
|
2021
Q2 | $333K | Buy |
2,550
+357
| +16% | +$44.4K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $250K | Sell |
2,193
-1,283
| -37% | -$134K | 0.01% | 1249 |
|
|
2020
Q4 | $296K | Buy |
+3,476
| New | +$265K | 0.01% | 1051 |
|
|
2020
Q3 | – | Sell |
-4,405
| Closed | -$301K | – | 2768 |
|
|
2020
Q2 | $301K | Buy |
+4,405
| New | +$276K | 0.01% | 905 |
|
|
2020
Q1 | – | Sell |
-1,713
| Closed | -$253K | – | 1256 |
|
|
2019
Q4 | $253K | Buy |
1,713
+97
| +6% | +$14.5K | 0.01% | 1042 |
|
|
2019
Q3 | $256K | Buy |
1,616
+356
| +28% | +$55.4K | 0.01% | 990 |
|
|
2019
Q2 | $201K | Buy |
+1,260
| New | +$217K | 0.01% | 1098 |
|
|
2017
Q3 | – | Sell |
-1,240
| Closed | -$200K | – | 943 |
|
|
2017
Q2 | $200K | Sell |
1,240
-364
| -23% | -$59.3K | 0.01% | 857 |
|
|
2017
Q1 | $277K | Buy |
1,604
+85
| +6% | +$15.2K | 0.01% | 724 |
|
|
2016
Q4 | $270K | Sell |
1,519
-382
| -20% | -$70.9K | 0.01% | 689 |
|
|
2016
Q3 | $394K | Buy |
1,901
+484
| +34% | +$105K | 0.02% | 662 |
|
|
2016
Q2 | $309K | Sell |
1,417
-449
| -24% | -$91.6K | 0.02% | 616 |
|
|
2016
Q1 | $388K | Buy |
1,866
+61
| +3% | +$11.7K | 0.02% | 515 |
|
|
2015
Q4 | $348K | Buy |
1,805
+75
| +4% | +$14.5K | 0.02% | 549 |
|
|
2015
Q3 | $316K | Buy |
1,730
+197
| +13% | +$36.1K | 0.02% | 560 |
|
|
2015
Q2 | $302K | Hold |
1,533
| – | – | 0.02% | 622 |
|
|
2015
Q1 | $302K | Buy |
1,533
+37
| +2% | +$7.17K | 0.02% | 626 |
|
|
2014
Q4 | $272K | Buy |
1,496
+38
| +3% | +$6.74K | 0.02% | 642 |
|
|
2014
Q3 | $237K | Buy |
1,458
+205
| +16% | +$34.5K | 0.02% | 692 |
|
|
2014
Q2 | $210K | Buy |
+1,253
| New | +$205K | 0.01% | 728 |
|
Other funds holding SPG
Cetera Advisor Networks's SPG Position: Q1 2024 in Review
Cetera Advisor Networks increased its Simon Property Group (SPG) stake by 5.2% in Q1 2024, buying an estimated $214K and bringing the position to 29,637 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #663.
Cetera Advisor Networks first reported a position in SPG in Q2 2014 and has held it in 31 quarters since. 1,082 funds tracked by Wall St. Rank hold SPG as of Q1 2024.
- Cetera Advisor Networks held 29,637 shares of Simon Property Group worth $4.64M as of Q1 2024.
- Cetera Advisor Networks bought 1,459 Simon Property Group shares in Q1 2024, an estimated $214K.
- Simon Property Group made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #663 holding.
- Cetera Advisor Networks first reported a position in Simon Property Group in Q2 2014 and has held it in 31 quarters since.
- 1,082 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.