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Focused Wealth Management’s Simon Property Group SPG Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-114
Closed -$16.3K – 854
2023
Q4 		$16.3K Buy
114
+1
+0.9% +$121 ﹤0.01% 471
2023
Q3 		$12.2K Sell
113
-10
-8% -$1.17K ﹤0.01% 492
2023
Q2 		$14.2K Buy
123
+26
+27% +$2.83K ﹤0.01% 486
2023
Q1 		$10.8K Buy
97
+6
+7% +$716 ﹤0.01% 527
2022
Q4 		$10.6K Buy
91
+11
+14% +$1.22K ﹤0.01% 520
2022
Q3 		$7K Buy
80
+12
+18% +$1.23K ﹤0.01% 568
2022
Q2 		$6K Sell
68
-1,999
-97% -$229K ﹤0.01% 596
2022
Q1 		$272K Buy
2,067
+1
+0% +$142 0.04% 127
2021
Q4 		$330K Hold
2,066
– – 0.05% 120
2021
Q3 		$268K Buy
2,066
+2
+0.1% +$260 0.04% 142
2021
Q2 		$269K Buy
2,064
+1
+0% +$124 0.04% 141
2021
Q1 		$235K Buy
2,063
+1
+0% +$104 0.04% 154
2020
Q4 		$176K Buy
2,062
+2,001
+3,280% +$153K 0.03% 165
2020
Q3 		$4K Buy
61
+1
+2% +$66 ﹤0.01% 646
2020
Q2 		$4K Buy
+60
New +$3.76K ﹤0.01% 619
2015
Q2 		– Sell
-156
Closed -$31K – 702
2015
Q1 		$31K Hold
156
– – 0.02% 260
2014
Q4 		$28K Hold
156
– – 0.02% 263
2014
Q3 		$26K Hold
156
– – 0.02% 284
2014
Q2 		$26K Sell
156
-10
-6% -$1.63K 0.02% 274
2014
Q1 		$26K Hold
166
– – 0.02% 251
2013
Q4 		$24K Hold
166
– – 0.02% 267
2013
Q3 		$23K Buy
+166
New +$24.1K 0.02% 260

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focused Wealth Management's SPG Position: Q1 2024 in Review

Focused Wealth Management sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 114 shares — an estimated $16.3K sold.

Focused Wealth Management first reported a position in SPG in Q3 2013 and held it in 22 quarters. The position peaked at $330K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • Focused Wealth Management reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 114 Simon Property Group shares in Q1 2024, an estimated $16.3K.
  • Focused Wealth Management first reported a position in Simon Property Group in Q3 2013 and held it in 22 quarters.
  • Focused Wealth Management's Simon Property Group position peaked at $330K in Q4 2021.
  • 1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.