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Evolution Wealth Advisors’s Simon Property Group SPG Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-60
Closed -$8K – 551
2021
Q3 		$8K Hold
60
– – ﹤0.01% 433
2021
Q2 		$8K Sell
60
-310
-84% -$38.5K ﹤0.01% 448
2021
Q1 		$42K Hold
370
– – 0.01% 214
2020
Q4 		$32K Hold
370
– – 0.01% 217
2020
Q3 		$24K Buy
370
+310
+517% +$20.3K 0.01% 257
2020
Q2 		$4K Buy
+60
New +$3.76K ﹤0.01% 404
2020
Q1 		– Sell
-45
Closed -$7K – 604
2019
Q4 		$7K Buy
+45
New +$6.75K ﹤0.01% 357

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Evolution Wealth Advisors's SPG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 60 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in SPG in Q4 2019 and held it in 7 quarters. The position peaked at $42K in Q1 2021. 1,046 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 60 Simon Property Group shares in Q4 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Simon Property Group in Q4 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Simon Property Group position peaked at $42K in Q1 2021.
  • 1,046 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.