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Garrett Wealth Advisory Group’s Simon Property Group SPG Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-430
Closed -$66.9K – 548
2019
Q3 		$66.9K Buy
+430
New +$66.9K 0.05% 111

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garrett Wealth Advisory Group's SPG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 430 shares — an estimated $66.9K sold.

Garrett Wealth Advisory Group first reported a position in SPG in Q3 2019 and held it in 1 quarter. The position peaked at $66.9K in Q3 2019. 788 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 430 Simon Property Group shares in Q4 2019, an estimated $66.9K.
  • Garrett Wealth Advisory Group first reported a position in Simon Property Group in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Simon Property Group position peaked at $66.9K in Q3 2019.
  • 788 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.