High Net Worth Advisory Group’s Simon Property Group SPG Stock Holding History

High Net Worth 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
2023 Q1	–	Sell	-200	Closed	-$23.5K	–	519
2022 Q4	$23.5K	Hold	200	–	–	0.01%	419
2022 Q3	$18K	Hold	200	–	–	0.01%	470
2022 Q2	$19K	Buy	200 +150	+300%	+$17.2K	0.01%	463
2022 Q1	$7K	Hold	50	–	–	﹤0.01%	570
2021 Q4	$8K	Buy	+50	New	+$7.63K	﹤0.01%	565

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

High Net Worth Advisory Group's SPG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 200 shares — an estimated $23.5K sold.

High Net Worth Advisory Group first reported a position in SPG in Q4 2021 and held it in 5 quarters. The position peaked at $23.5K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

High Net Worth Advisory Group reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 200 Simon Property Group shares in Q1 2023, an estimated $23.5K.
High Net Worth Advisory Group first reported a position in Simon Property Group in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Simon Property Group position peaked at $23.5K in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.