Confluence Wealth Services’s Simon Property Group SPG Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-5	Closed	–	–	1021
2021 Q4	$0	Buy	+5	New	+$763	﹤0.01%	1266

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Confluence Wealth Services's SPG Position: Q1 2022 in Review

Confluence Wealth Services sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 5 shares.

Confluence Wealth Services first reported a position in SPG in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Confluence Wealth Services reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 5 Simon Property Group shares in Q1 2022.
Confluence Wealth Services first reported a position in Simon Property Group in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Simon Property Group position peaked at $0 in Q4 2021.
1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.