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Tyler-Stone Wealth Management’s Simon Property Group SPG Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-238
Closed -$36.1K – 852
2024
Q2 		$36.1K Hold
238
– – 0.01% 422
2024
Q1 		$37.2K Hold
238
– – 0.02% 416
2023
Q4 		$33.9K Hold
238
– – 0.02% 421
2023
Q3 		$26K Hold
238
– – 0.01% 441
2023
Q2 		$27K Buy
+238
New +$25.9K 0.02% 441
2022
Q4 		$28K Hold
238
– – 0.02% 400
2022
Q3 		$21K Hold
238
– – 0.02% 428
2022
Q2 		$23K Hold
238
– – 0.02% 428
2022
Q1 		$31K Hold
238
– – 0.02% 413
2021
Q4 		$38K Buy
+238
New +$36.3K 0.02% 401

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tyler-Stone Wealth Management's SPG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 238 shares — an estimated $36.1K sold.

Tyler-Stone Wealth Management first reported a position in SPG in Q4 2021 and held it in 10 quarters. The position peaked at $38K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 238 Simon Property Group shares in Q3 2024, an estimated $36.1K.
  • Tyler-Stone Wealth Management first reported a position in Simon Property Group in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Simon Property Group position peaked at $38K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.