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

Kingswood 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
2024
Q4 		– Sell
-1,647
Closed -$278K – 890
2024
Q3 		$278K Buy
+1,647
New +$261K 0.02% 597
2024
Q2 		– Sell
-3,082
Closed -$482K – 706
2024
Q1 		$482K Buy
3,082
+1,403
+84% +$206K 0.06% 358
2023
Q4 		$239K Buy
+1,679
New +$203K 0.03% 533

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingswood Wealth Advisors's SPG Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 1,647 shares — an estimated $278K sold.

Kingswood Wealth Advisors first reported a position in SPG in Q4 2023 and held it in 3 quarters. The position peaked at $482K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,647 Simon Property Group shares in Q4 2024, an estimated $278K.
  • Kingswood Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Simon Property Group position peaked at $482K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.