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

Dakota 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
Q2 		– Sell
-2,963
Closed -$390K – 549
2022
Q1 		$390K Buy
+2,963
New +$422K 0.03% 324
2019
Q3 		– Sell
-1,402
Closed -$224K – 327
2019
Q2 		$224K Sell
1,402
-989
-41% -$170K 0.04% 257
2019
Q1 		$436K Buy
+2,391
New +$425K 0.09% 192

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dakota Wealth Management's SPG Position: Q2 2022 in Review

Dakota Wealth Management sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 2,963 shares — an estimated $390K sold.

Dakota Wealth Management first reported a position in SPG in Q1 2019 and held it in 3 quarters. The position peaked at $436K in Q1 2019. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Dakota Wealth Management reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 2,963 Simon Property Group shares in Q2 2022, an estimated $390K.
  • Dakota Wealth Management first reported a position in Simon Property Group in Q1 2019 and held it in 3 quarters.
  • Dakota Wealth Management's Simon Property Group position peaked at $436K in Q1 2019.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Dakota Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.