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Cherry Tree Wealth Management’s Simon Property Group SPG Stock Holding History

Cherry Tree Wealth Management’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
2024
Q2 		– Sell
-8
Closed -$1.25K – 621
2024
Q1 		$1.25K Buy
+8
New +$1.17K ﹤0.01% 533

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cherry Tree Wealth Management's SPG Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 8 shares — an estimated $1.25K sold.

Cherry Tree Wealth Management first reported a position in SPG in Q1 2024 and held it in 1 quarter. The position peaked at $1.25K in Q1 2024. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 8 Simon Property Group shares in Q2 2024, an estimated $1.25K.
  • Cherry Tree Wealth Management first reported a position in Simon Property Group in Q1 2024 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Simon Property Group position peaked at $1.25K in Q1 2024.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.