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First Ascent Asset Management’s Simon Property Group SPG Stock Holding History

First Ascent Asset 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
2023
Q1 		– Sell
-1,935
Closed -$227K – 72
2022
Q4 		$227K Buy
+1,935
New +$215K 0.03% 68

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Ascent Asset Management's SPG Position: Q1 2023 in Review

First Ascent Asset Management sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 1,935 shares — an estimated $227K sold.

First Ascent Asset Management first reported a position in SPG in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • First Ascent Asset Management reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
  • First Ascent Asset Management sold 1,935 Simon Property Group shares in Q1 2023, an estimated $227K.
  • First Ascent Asset Management first reported a position in Simon Property Group in Q4 2022 and held it in 1 quarter.
  • First Ascent Asset Management's Simon Property Group position peaked at $227K in Q4 2022.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on First Ascent Asset Management's 13F filing for Q1 2023, filed 10 May 2023.