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TD Ameritrade Investment Management’s Simon Property Group SPG Stock Holding History

TD Ameritrade Investment 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
Q4 		– Sell
-190
Closed -$17K – 628
2022
Q3 		$17K Buy
190
+176
+1,257% +$18K ﹤0.01% 342
2022
Q2 		$1K Sell
14
-73
-84% -$8.37K ﹤0.01% 592
2022
Q1 		$11K Hold
87
– – ﹤0.01% 490
2021
Q4 		$14K Sell
87
-219
-72% -$33.4K ﹤0.01% 453
2021
Q3 		$20K Buy
+306
New +$39.8K ﹤0.01% 392
2021
Q2 		– Sell
-106
Closed -$9K – 669
2021
Q1 		$9K Hold
106
– – ﹤0.01% 476
2020
Q4 		$9K Sell
106
-200
-65% -$15.3K ﹤0.01% 476
2020
Q3 		$20K Buy
306
+191
+166% +$12.5K ﹤0.01% 392
2020
Q2 		$8K Buy
115
+5
+5% +$314 ﹤0.01% 458
2020
Q1 		$6K Sell
110
-15
-12% -$1.79K ﹤0.01% 475
2019
Q4 		$19K Sell
125
-2
-2% -$300 ﹤0.01% 395
2019
Q3 		$20K Buy
+127
New +$19.7K ﹤0.01% 378

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Ameritrade Investment Management's SPG Position: Q4 2022 in Review

TD Ameritrade Investment Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 190 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in SPG in Q3 2019 and held it in 12 quarters. The position peaked at $20K in Q3 2021. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • TD Ameritrade Investment Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 190 Simon Property Group shares in Q4 2022, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in Simon Property Group in Q3 2019 and held it in 12 quarters.
  • TD Ameritrade Investment Management's Simon Property Group position peaked at $20K in Q3 2021.
  • 993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.