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Financial Synergies Wealth Advisors’s Simon Property Group SPG Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-7
Closed -$1.1K – 411
2024
Q1 		$1.1K Buy
+7
New +$1.03K ﹤0.01% 396
2023
Q4 		– Sell
-7
Closed -$757 – 540
2023
Q3 		$757 Buy
+7
New +$820 ﹤0.01% 414

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's SPG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 7 shares — an estimated $1.1K sold.

Financial Synergies Wealth Advisors first reported a position in SPG in Q3 2023 and held it in 2 quarters. The position peaked at $1.1K in Q1 2024. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7 Simon Property Group shares in Q2 2024, an estimated $1.1K.
  • Financial Synergies Wealth Advisors first reported a position in Simon Property Group in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Simon Property Group position peaked at $1.1K in Q1 2024.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.