IFG
WPG

Independent Financial Group’s Washington Prime Group Inc. WPG Stock Holding History

Independent Financial Group’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-51,722
Closed -$301K – 615
2020
Q3 		$301K Buy
51,722
+42,644
+470% +$272K 0.06% 346
2020
Q2 		$68.7K Sell
9,078
-8,327
-48% -$61.2K 0.02% 469
2020
Q1 		$126K Buy
+17,405
New +$409K 0.04% 370

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Financial Group's WPG Position: Q4 2020 in Review

Independent Financial Group sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 51,722 shares — an estimated $301K sold.

Independent Financial Group first reported a position in WPG in Q1 2020 and held it in 3 quarters. The position peaked at $301K in Q3 2020. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Independent Financial Group reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 51,722 Washington Prime Group Inc. shares in Q4 2020, an estimated $301K.
  • Independent Financial Group first reported a position in Washington Prime Group Inc. in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's Washington Prime Group Inc. position peaked at $301K in Q3 2020.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.