LexAurum Advisors’s Washington Prime Group Inc. WPG Stock Holding History

LexAurum Advisors’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	-3,294	Closed	-$19K	–	248
2020 Q3	$19K	Hold	3,294	–	–	0.01%	224
2020 Q2	$25K	Hold	3,294	–	–	0.01%	206
2020 Q1	$24K	Buy	3,294 +400	+14%	+$9.4K	0.02%	190
2019 Q4	$95K	Buy	2,894 +1,444	+100%	+$52.4K	0.05%	203
2019 Q3	$54K	Hold	1,450	–	–	0.03%	186
2019 Q2	$50K	Buy	+1,450	New	+$59.5K	0.03%	170

Other funds holding WPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

LexAurum Advisors's WPG Position: Q4 2020 in Review

LexAurum Advisors sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 3,294 shares — an estimated $19K sold.

LexAurum Advisors first reported a position in WPG in Q2 2019 and held it in 6 quarters. The position peaked at $95K in Q4 2019. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

LexAurum Advisors reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
LexAurum Advisors sold 3,294 Washington Prime Group Inc. shares in Q4 2020, an estimated $19K.
LexAurum Advisors first reported a position in Washington Prime Group Inc. in Q2 2019 and held it in 6 quarters.
LexAurum Advisors's Washington Prime Group Inc. position peaked at $95K in Q4 2019.
107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on LexAurum Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.