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Legacy Capital Wealth Partners’s Simon Property Group SPG Stock Holding History

Legacy Capital Wealth Partners’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
-20,442
Closed -$2.26M – 360
2024
Q1 		$2.26M Buy
+20,442
New +$3M 1.61% 20

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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Wealth Partners's SPG Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 20,442 shares — an estimated $2.26M sold.

Legacy Capital Wealth Partners first reported a position in SPG in Q1 2024 and held it in 1 quarter. The position peaked at $2.26M in Q1 2024. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 20,442 Simon Property Group shares in Q2 2024, an estimated $2.26M.
  • Legacy Capital Wealth Partners first reported a position in Simon Property Group in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Simon Property Group position peaked at $2.26M in Q1 2024.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.