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

PCG 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 Q3	–	Sell	-14,067	Closed	-$1.62M	–	116
2023 Q2	$1.62M	Buy	14,067 +21	+0.1%	+$2.29K	1.01%	30
2023 Q1	$1.57M	Buy	14,046 +1,426	+11%	+$170K	0.99%	28
2022 Q4	$1.48M	Buy	+12,620	New	+$1.4M	0.94%	28

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PCG Wealth Advisors's SPG Position: Q3 2023 in Review

PCG Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 14,067 shares — an estimated $1.62M sold.

PCG Wealth Advisors first reported a position in SPG in Q4 2022 and held it in 3 quarters. The position peaked at $1.62M in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

PCG Wealth Advisors reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
PCG Wealth Advisors sold 14,067 Simon Property Group shares in Q3 2023, an estimated $1.62M.
PCG Wealth Advisors first reported a position in Simon Property Group in Q4 2022 and held it in 3 quarters.
PCG Wealth Advisors's Simon Property Group position peaked at $1.62M in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on PCG Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.