SYSTM Wealth Solutions’s Simon Property Group SPG Stock Holding History

SYSTM Wealth Solutions’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	-127	Closed	-$19.3K	–	546
2024 Q2	$19.3K	Sell	127 -743	-85%	-$109K	﹤0.01%	375
2024 Q1	$136K	Buy	870 +15	+2%	+$2.2K	0.02%	438
2023 Q4	$122K	Buy	+855	New	+$103K	0.02%	433
2023 Q1	–	Sell	-3,502	Closed	-$411K	–	519
2022 Q4	$411K	Buy	+3,502	New	+$389K	0.05%	377

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's SPG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 127 shares — an estimated $19.3K sold.

SYSTM Wealth Solutions first reported a position in SPG in Q4 2022 and held it in 4 quarters. The position peaked at $411K in Q4 2022. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 127 Simon Property Group shares in Q3 2024, an estimated $19.3K.
SYSTM Wealth Solutions first reported a position in Simon Property Group in Q4 2022 and held it in 4 quarters.
SYSTM Wealth Solutions's Simon Property Group position peaked at $411K in Q4 2022.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.