SWP
WPG

Stratos Wealth Partners’s Washington Prime Group Inc. WPG Stock Holding History

Stratos Wealth Partners’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,145
Closed -$12K – 1131
2020
Q3 		$12K Buy
+2,145
New +$13.7K ﹤0.01% 1013
2018
Q4 		– Sell
-89
Closed -$6K – 3007
2018
Q3 		$6K Buy
+89
New +$6.16K ﹤0.01% 2419
2018
Q2 		– Sell
-89
Closed -$5K – 3110
2018
Q1 		$5K Buy
89
+80
+889% +$4.68K ﹤0.01% 2649
2017
Q4 		$1K Buy
+9
New +$611 ﹤0.01% 2786

Other funds holding WPG

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's WPG Position: Q4 2020 in Review

Stratos Wealth Partners sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 2,145 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in WPG in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q3 2020. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Stratos Wealth Partners reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,145 Washington Prime Group Inc. shares in Q4 2020, an estimated $12K.
  • Stratos Wealth Partners first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Washington Prime Group Inc. position peaked at $12K in Q3 2020.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Stratos Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.