CWM
SPG icon

Curi Wealth Management’s Simon Property Group SPG Stock Holding History

Curi 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
2022
Q3 		– Sell
-19
Closed -$2K – 616
2022
Q2 		$2K Buy
19
+13
+217% +$1.49K ﹤0.01% 528
2022
Q1 		$0 Hold
6
– – ﹤0.01% 640
2021
Q4 		$0 Buy
+6
New +$916 ﹤0.01% 593
2021
Q1 		– Sell
-6
Closed – – 424
2020
Q4 		$0 Buy
+6
New +$458 ﹤0.01% 500

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi Wealth Management's SPG Position: Q3 2022 in Review

Curi Wealth Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 19 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in SPG in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

  • Curi Wealth Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 19 Simon Property Group shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in Simon Property Group in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Simon Property Group position peaked at $2K in Q2 2022.
  • 919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.