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

Rooted 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	-1,816	Closed	-$215K	–	81
2023 Q2	$215K	Buy	+1,816	New	+$198K	0.15%	78

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

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Rooted Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 1,816 shares — an estimated $215K sold.

Rooted Wealth Advisors first reported a position in SPG in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Rooted Wealth Advisors reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Rooted Wealth Advisors sold 1,816 Simon Property Group shares in Q3 2023, an estimated $215K.
Rooted Wealth Advisors first reported a position in Simon Property Group in Q2 2023 and held it in 1 quarter.
Rooted Wealth Advisors's Simon Property Group position peaked at $215K in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Rooted Wealth Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.