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Paces Ferry Wealth Advisors’s Simon Property Group SPG Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-69
Closed -$4K – 961
2020
Q3 		$4K Buy
+69
New +$4.52K ﹤0.01% 563

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Fidelity Investments
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Geode Capital Management
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Northern Trust
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Daiwa Securities Group
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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Paces Ferry Wealth Advisors's SPG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 69 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in SPG in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 780 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 69 Simon Property Group shares in Q4 2020, an estimated $4K.
  • Paces Ferry Wealth Advisors first reported a position in Simon Property Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Simon Property Group position peaked at $4K in Q3 2020.
  • 780 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.