ViaWealth’s Simon Property Group SPG Stock Holding History

ViaWealth’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 Q2	–	Sell	-1,602	Closed	-$251K	–	158
2024 Q1	$251K	Sell	1,602 -190	-11%	-$27.9K	0.16%	143
2023 Q4	$256K	Sell	1,792 -232	-11%	-$28K	0.18%	138
2023 Q3	$219K	Sell	2,024 -127	-6%	-$14.9K	0.16%	145
2023 Q2	$248K	Buy	2,151 +21	+1%	+$2.29K	0.19%	137
2023 Q1	$238K	Buy	2,130 +135	+7%	+$16.1K	0.19%	136
2022 Q4	$236K	Buy	+1,995	New	+$222K	0.19%	144

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ViaWealth's SPG Position: Q2 2024 in Review

ViaWealth sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1,602 shares — an estimated $251K sold.

ViaWealth first reported a position in SPG in Q4 2022 and held it in 6 quarters. The position peaked at $256K in Q4 2023. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

ViaWealth reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
ViaWealth sold 1,602 Simon Property Group shares in Q2 2024, an estimated $251K.
ViaWealth first reported a position in Simon Property Group in Q4 2022 and held it in 6 quarters.
ViaWealth's Simon Property Group position peaked at $256K in Q4 2023.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on ViaWealth's 13F filing for Q2 2024, filed 12 Aug 2024.