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

One 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
2023
Q1 		– Sell
-200
Closed -$23.5K – 537
2022
Q4 		$23.5K Buy
+200
New +$22.2K 0.01% 505
2022
Q1 		– Sell
-1,516
Closed -$242K – 227
2021
Q4 		$242K Buy
+1,516
New +$231K 0.06% 167

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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

One Wealth Advisors's SPG Position: Q1 2023 in Review

One Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 200 shares — an estimated $23.5K sold.

One Wealth Advisors first reported a position in SPG in Q4 2021 and held it in 2 quarters. The position peaked at $242K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • One Wealth Advisors reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 200 Simon Property Group shares in Q1 2023, an estimated $23.5K.
  • One Wealth Advisors first reported a position in Simon Property Group in Q4 2021 and held it in 2 quarters.
  • One Wealth Advisors's Simon Property Group position peaked at $242K in Q4 2021.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.