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

Intercontinental 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
2021
Q3 		– Sell
-2,500
Closed -$326K – 296
2021
Q2 		$326K Sell
2,500
-1,112
-31% -$138K 0.06% 227
2021
Q1 		$411K Buy
3,612
+112
+3% +$11.7K 0.09% 180
2020
Q4 		$298K Buy
+3,500
New +$267K 0.07% 201

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Intercontinental Wealth Advisors's SPG Position: Q3 2021 in Review

Intercontinental Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 2,500 shares — an estimated $326K sold.

Intercontinental Wealth Advisors first reported a position in SPG in Q4 2020 and held it in 3 quarters. The position peaked at $411K in Q1 2021. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Intercontinental Wealth Advisors reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,500 Simon Property Group shares in Q3 2021, an estimated $326K.
  • Intercontinental Wealth Advisors first reported a position in Simon Property Group in Q4 2020 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Simon Property Group position peaked at $411K in Q1 2021.
  • 915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.