Global Wealth Management Investment Advisory’s Simon Property Group SPG Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-11	Closed	-$1K	–	417
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	479
2022 Q1	$1K	Buy	+11	New	+$1.57K	﹤0.01%	471
2021 Q1	–	Sell	-10	Closed	-$1K	–	516
2020 Q4	$1K	Buy	+10	New	+$764	﹤0.01%	445
2020 Q2	–	Sell	-39	Closed	-$2K	–	667
2020 Q1	$2K	Hold	39	–	–	﹤0.01%	523
2019 Q4	$6K	Sell	39 -2	-5%	-$300	﹤0.01%	421
2019 Q3	$6K	Sell	41 -48	-54%	-$7.46K	﹤0.01%	388
2019 Q2	$14K	Sell	89 -830	-90%	-$143K	0.01%	326
2019 Q1	$167K	Sell	919 -1,227	-57%	-$218K	0.09%	122
2018 Q4	$361K	Buy	+2,146	New	+$384K	0.21%	97

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPG Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in SPG in Q4 2018 and held it in 9 quarters. The position peaked at $361K in Q4 2018. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 11 Simon Property Group shares in Q3 2022, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Simon Property Group in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Simon Property Group position peaked at $361K in Q4 2018.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.