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Prentice Wealth Management’s Simon Property Group SPG Stock Holding History

Prentice Wealth Management’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
2021
Q4 		– Sell
-1,170
Closed -$152K – 271
2021
Q3 		$152K Buy
1,170
+10
+0.9% +$1.3K 0.07% 116
2021
Q2 		$151K Sell
1,160
-38
-3% -$4.72K 0.08% 117
2021
Q1 		$136K Buy
+1,198
New +$125K 0.08% 116

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Prentice Wealth Management's SPG Position: Q4 2021 in Review

Prentice Wealth Management sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 1,170 shares — an estimated $152K sold.

Prentice Wealth Management first reported a position in SPG in Q1 2021 and held it in 3 quarters. The position peaked at $152K in Q3 2021. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Prentice Wealth Management reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 1,170 Simon Property Group shares in Q4 2021, an estimated $152K.
  • Prentice Wealth Management first reported a position in Simon Property Group in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's Simon Property Group position peaked at $152K in Q3 2021.
  • 1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.