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Forvis Mazars Wealth Advisors’s Simon Property Group SPG Stock Holding History

Forvis Mazars 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
2022
Q1 		– Sell
-1,346
Closed -$215K – 308
2021
Q4 		$215K Buy
+1,346
New +$205K 0.01% 275
2021
Q1 		– Sell
-2,913
Closed -$248K – 344
2020
Q4 		$248K Buy
+2,913
New +$222K 0.01% 320

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPG Position: Q1 2022 in Review

Forvis Mazars Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,346 shares — an estimated $215K sold.

Forvis Mazars Wealth Advisors first reported a position in SPG in Q4 2020 and held it in 2 quarters. The position peaked at $248K in Q4 2020. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Forvis Mazars Wealth Advisors reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,346 Simon Property Group shares in Q1 2022, an estimated $215K.
  • Forvis Mazars Wealth Advisors first reported a position in Simon Property Group in Q4 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Simon Property Group position peaked at $248K in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2022, filed 10 May 2022.