FAG
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Fortitude Advisory Group’s Simon Property Group SPG Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-542
Closed -$71K – 1118
2022
Q1 		$71K Buy
542
+53
+11% +$7.55K 0.04% 429
2021
Q4 		$78K Buy
+489
New +$74.6K 0.04% 418

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortitude Advisory Group's SPG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 542 shares — an estimated $71K sold.

Fortitude Advisory Group first reported a position in SPG in Q4 2021 and held it in 2 quarters. The position peaked at $78K in Q4 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 542 Simon Property Group shares in Q2 2022, an estimated $71K.
  • Fortitude Advisory Group first reported a position in Simon Property Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Simon Property Group position peaked at $78K in Q4 2021.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.