ICA Group Wealth Management’s Simon Property Group SPG Stock Holding History

ICA Group Wealth Management’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
2024 Q2	–	Sell	-11	Closed	-$1.72K	–	1247
2024 Q1	$1.72K	Hold	11	–	–	﹤0.01%	1196
2023 Q4	$1.57K	Buy	+11	New	+$1.33K	﹤0.01%	1202
2023 Q3	–	Sell	-11	Closed	-$1.27K	–	1072
2023 Q2	$1.27K	Sell	11 -380	-97%	-$41.4K	﹤0.01%	1177
2023 Q1	$43.8K	Hold	391	–	–	0.01%	515
2022 Q4	$45.9K	Buy	+391	New	+$43.5K	0.01%	531

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

ICA Group Wealth Management's SPG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 11 shares — an estimated $1.72K sold.

ICA Group Wealth Management first reported a position in SPG in Q4 2022 and held it in 5 quarters. The position peaked at $45.9K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

ICA Group Wealth Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 11 Simon Property Group shares in Q2 2024, an estimated $1.72K.
ICA Group Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Simon Property Group position peaked at $45.9K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.