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

Redwood Wealth Management 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
2024
Q3 		– Sell
-2
Closed -$304 – 952
2024
Q2 		$304 Buy
+2
New +$295 ﹤0.01% 1094

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redwood Wealth Management Group's SPG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 2 shares — an estimated $304 sold.

Redwood Wealth Management Group first reported a position in SPG in Q2 2024 and held it in 1 quarter. The position peaked at $304 in Q2 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2 Simon Property Group shares in Q3 2024, an estimated $304.
  • Redwood Wealth Management Group first reported a position in Simon Property Group in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Simon Property Group position peaked at $304 in Q2 2024.
  • 1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.