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

SeaCrest 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
2022 Q3	–	Sell	-387	Closed	-$37K	–	1386
2022 Q2	$37K	Buy	+387	New	+$44.4K	﹤0.01%	1249
2019 Q2	–	Sell	-229	Closed	-$42K	–	1653
2019 Q1	$42K	Buy	229 +1	+0.4%	+$178	0.01%	1003
2018 Q4	$38K	Sell	228 -3	-1%	-$536	0.01%	1000
2018 Q3	$41K	Sell	231 -139	-38%	-$24.6K	0.01%	1086
2018 Q2	$63K	Sell	370 -9	-2%	-$1.43K	0.01%	890
2018 Q1	$58K	Buy	379 +4	+1%	+$636	0.01%	893
2017 Q4	$64K	Buy	+375	New	+$60.9K	0.01%	867

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's SPG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 387 shares — an estimated $37K sold.

SeaCrest Wealth Management first reported a position in SPG in Q4 2017 and held it in 7 quarters. The position peaked at $64K in Q4 2017. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

SeaCrest Wealth Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 387 Simon Property Group shares in Q3 2022, an estimated $37K.
SeaCrest Wealth Management first reported a position in Simon Property Group in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Simon Property Group position peaked at $64K in Q4 2017.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.