GWAG
WPG

Garrett Wealth Advisory Group’s Washington Prime Group Inc. WPG Stock Holding History

Garrett Wealth Advisory Group’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-32
Closed -$1.19K – 751
2019
Q3 		$1.19K Buy
+32
New +$1.05K ﹤0.01% 681

Other funds holding WPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Garrett Wealth Advisory Group sold out of Washington Prime Group Inc. (WPG) in Q4 2019, closing a stake of 32 shares — an estimated $1.19K sold.

Garrett Wealth Advisory Group first reported a position in WPG in Q3 2019 and held it in 1 quarter. The position peaked at $1.19K in Q3 2019. 232 funds tracked by Wall St. Rank hold WPG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Washington Prime Group Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 32 Washington Prime Group Inc. shares in Q4 2019, an estimated $1.19K.
  • Garrett Wealth Advisory Group first reported a position in Washington Prime Group Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Washington Prime Group Inc. position peaked at $1.19K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2019.

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