Heritage Wealth Advisors’s Simon Property Group SPG Stock Holding History

Heritage 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
2020 Q3	–	Sell	-50	Closed	-$3.42K	–	476
2020 Q2	$3.42K	Buy	+50	New	+$3.14K	﹤0.01%	416
2020 Q1	–	Sell	-3,072	Closed	-$458K	–	568
2019 Q4	$458K	Buy	3,072 +1,017	+49%	+$152K	0.06%	109
2019 Q3	$319K	Buy	+2,055	New	+$320K	0.05%	128
2019 Q1	–	Sell	-75	Closed	-$12K	–	461
2018 Q4	$12K	Hold	75	–	–	﹤0.01%	298
2018 Q3	$13K	Buy	+75	New	+$13.3K	﹤0.01%	287

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

Heritage Wealth Advisors's SPG Position: Q3 2020 in Review

Heritage Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 50 shares — an estimated $3.42K sold.

Heritage Wealth Advisors first reported a position in SPG in Q3 2018 and held it in 5 quarters. The position peaked at $458K in Q4 2019. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

Heritage Wealth Advisors reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 50 Simon Property Group shares in Q3 2020, an estimated $3.42K.
Heritage Wealth Advisors first reported a position in Simon Property Group in Q3 2018 and held it in 5 quarters.
Heritage Wealth Advisors's Simon Property Group position peaked at $458K in Q4 2019.
671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Heritage Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.