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

Edge 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
Q1 		– Sell
-129
Closed -$21K – 403
2021
Q4 		$21K Hold
129
– – ﹤0.01% 253
2021
Q3 		$17K Buy
129
+101
+361% +$13.1K ﹤0.01% 283
2021
Q2 		$4K Hold
28
– – ﹤0.01% 360
2021
Q1 		$3K Hold
28
– – ﹤0.01% 368
2020
Q4 		$2K Buy
28
+8
+40% +$611 ﹤0.01% 329
2020
Q3 		$1K Hold
20
– – ﹤0.01% 415
2020
Q2 		$1K Buy
+20
New +$1.25K ﹤0.01% 644

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edge Wealth Management's SPG Position: Q1 2022 in Review

Edge Wealth Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 129 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in SPG in Q2 2020 and held it in 7 quarters. The position peaked at $21K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Edge Wealth Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 129 Simon Property Group shares in Q1 2022, an estimated $21K.
  • Edge Wealth Management first reported a position in Simon Property Group in Q2 2020 and held it in 7 quarters.
  • Edge Wealth Management's Simon Property Group position peaked at $21K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.