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Heritage Wealth Management (Arizona)’s Simon Property Group SPG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$41.1K Buy
350
+275
+367% +$30.6K 0.01% 530
2022
Q3 		$7K Buy
75
+33
+79% +$3.38K ﹤0.01% 719
2022
Q2 		$3.99K Buy
+42
New +$4.81K ﹤0.01% 800

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Simon Property Group (SPG) stake by 367% in Q4 2022, buying an estimated $30.6K and bringing the position to 350 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #530.

Heritage Wealth Management (Arizona) first reported a position in SPG in Q2 2022 and has held it in 3 quarters since. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 350 shares of Simon Property Group worth $41.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 275 Simon Property Group shares in Q4 2022, an estimated $30.6K.
  • Simon Property Group made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #530 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Simon Property Group in Q2 2022 and has held it in 3 quarters since.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.