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Engrave Wealth Partners’s Simon Property Group SPG Stock Holding History

Engrave Wealth Partners’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
2020
Q1 		– Sell
-100
Closed -$14K – 467
2019
Q4 		$14K Buy
+100
New +$15K 0.01% 267

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State Street
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Cohen & Steers
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AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's SPG Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 100 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in SPG in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Engrave Wealth Partners reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 100 Simon Property Group shares in Q1 2020, an estimated $14K.
  • Engrave Wealth Partners first reported a position in Simon Property Group in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's Simon Property Group position peaked at $14K in Q4 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.