FinTrust Capital Advisors’s Simon Property Group SPG Stock Holding History

FinTrust Capital 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 Q3	–	Sell	-6	Closed	-$911	–	1431
2024 Q2	$911	Buy	+6	New	+$884	﹤0.01%	1266
2023 Q4	–	Sell	-70	Closed	-$7.56K	–	1332
2023 Q3	$7.56K	Sell	70 -30	-30%	-$3.51K	﹤0.01%	831
2023 Q2	$11.7K	Hold	100	–	–	﹤0.01%	743
2023 Q1	$11.7K	Hold	100	–	–	﹤0.01%	741
2022 Q4	$11.7K	Hold	100	–	–	﹤0.01%	738
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	879
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	894
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	872
2021 Q4	$16K	Hold	100	–	–	﹤0.01%	809
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	854
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	867
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	879
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	880
2020 Q3	$6K	Buy	+100	New	+$6.56K	﹤0.01%	945
2020 Q2	–	Sell	-66	Closed	-$4K	–	1153
2020 Q1	$4K	Buy	+66	New	+$7.89K	﹤0.01%	918
2019 Q1	–	Hold	0	–	–	–	515
2018 Q4	–	Hold	0	–	–	–	534

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FinTrust Capital Advisors's SPG Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 6 shares — an estimated $911 sold.

FinTrust Capital Advisors first reported a position in SPG in Q1 2020 and held it in 15 quarters. The position peaked at $16K in Q4 2021. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

FinTrust Capital Advisors reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 6 Simon Property Group shares in Q3 2024, an estimated $911.
FinTrust Capital Advisors first reported a position in Simon Property Group in Q1 2020 and held it in 15 quarters.
FinTrust Capital Advisors's Simon Property Group position peaked at $16K in Q4 2021.
1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.