Polaris Wealth Advisory Group’s Simon Property Group SPG Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-82,709	Closed	-$10.4M	–	173
2022 Q1	$10.4M	Sell	82,709 -64,767	-44%	-$9.23M	0.69%	45
2021 Q4	$23.6M	Buy	147,476 +49,357	+50%	+$7.53M	1.35%	32
2021 Q3	$13.1M	Sell	98,119 -193,873	-66%	-$25.2M	0.79%	43
2021 Q2	$38.4M	Buy	291,992 +10,120	+4%	+$1.26M	2.28%	11
2021 Q1	$32.7M	Buy	281,872 +27,373	+11%	+$2.86M	2.09%	10
2020 Q4	$22M	Buy	+254,499	New	+$19.4M	1.64%	18
2018 Q3	–	Sell	-200	Closed	-$31K	–	538
2018 Q2	$31K	Hold	200	–	–	﹤0.01%	152
2018 Q1	$31K	Buy	+200	New	+$31.8K	﹤0.01%	262

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's SPG Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 82,709 shares — an estimated $10.4M sold.

Polaris Wealth Advisory Group first reported a position in SPG in Q1 2018 and held it in 8 quarters. The position peaked at $38.4M in Q2 2021. 937 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 82,709 Simon Property Group shares in Q2 2022, an estimated $10.4M.
Polaris Wealth Advisory Group first reported a position in Simon Property Group in Q1 2018 and held it in 8 quarters.
Polaris Wealth Advisory Group's Simon Property Group position peaked at $38.4M in Q2 2021.
937 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.