Pacific Capital Wealth Advisors’s Simon Property Group SPG Stock Holding History

Pacific Capital 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
2024 Q3	–	Sell	-28	Closed	-$4.25K	–	588
2024 Q2	$4.25K	Buy	+28	New	+$4.13K	﹤0.01%	397

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pacific Capital Wealth Advisors's SPG Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 28 shares — an estimated $4.25K sold.

Pacific Capital Wealth Advisors first reported a position in SPG in Q2 2024 and held it in 1 quarter. The position peaked at $4.25K in Q2 2024. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Pacific Capital Wealth Advisors reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 28 Simon Property Group shares in Q3 2024, an estimated $4.25K.
Pacific Capital Wealth Advisors first reported a position in Simon Property Group in Q2 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Simon Property Group position peaked at $4.25K in Q2 2024.
1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.