Patriot Financial Group Insurance Agency’s Simon Property Group SPG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-254	Closed	-$24K	–	1742
2022 Q2	$24K	Buy	254 +190	+297%	+$21.8K	﹤0.01%	948
2022 Q1	$8K	Sell	64 -44	-41%	-$6.27K	﹤0.01%	1459
2021 Q4	$17K	Buy	108 +22	+26%	+$3.36K	﹤0.01%	1294
2021 Q3	$11K	Buy	86 +9	+12%	+$1.17K	﹤0.01%	1448
2021 Q2	$10K	Buy	77 +48	+166%	+$5.97K	﹤0.01%	1454
2021 Q1	$3K	Buy	+29	New	+$3.02K	﹤0.01%	1717

Other funds holding SPG

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's SPG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 254 shares — an estimated $24K sold.

Patriot Financial Group Insurance Agency first reported a position in SPG in Q1 2021 and held it in 6 quarters. The position peaked at $24K in Q2 2022. 920 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 254 Simon Property Group shares in Q3 2022, an estimated $24K.
Patriot Financial Group Insurance Agency first reported a position in Simon Property Group in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Simon Property Group position peaked at $24K in Q2 2022.
920 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.