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Lugano Financial Advisors SA (LFA)’s Simon Property Group SPG Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2022
Q4 		– Sell
-370
Closed -$33K – 126
2022
Q3 		$33K Buy
+370
New +$37.8K 0.03% 92

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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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Lugano Financial Advisors SA (LFA)'s SPG Position: Q4 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 370 shares — an estimated $33K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SPG in Q3 2022 and held it in 1 quarter. The position peaked at $33K in Q3 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Lugano Financial Advisors SA (LFA) reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 370 Simon Property Group shares in Q4 2022, an estimated $33K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Simon Property Group in Q3 2022 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s Simon Property Group position peaked at $33K in Q3 2022.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2022, filed 8 Feb 2023.