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Wagner Wealth Management (South Carolina)’s Simon Property Group SPG Stock Holding History

Wagner Wealth Management (South Carolina)’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
-51
Closed -$5K – 632
2022
Q3 		$5K Hold
51
– – ﹤0.01% 528
2022
Q2 		$5K Buy
+51
New +$5.84K ﹤0.01% 532
2022
Q1 		– Sell
-514
Closed -$82K – 593
2021
Q4 		$82K Buy
514
+50
+11% +$7.63K 0.06% 192
2021
Q3 		$68K Buy
464
+113
+32% +$14.7K 0.05% 201
2021
Q2 		$46K Sell
351
-29
-8% -$3.6K 0.03% 263
2021
Q1 		$43K Buy
+380
New +$39.6K 0.03% 243
2017
Q4 		– Hold
0
– – – 335

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SPG Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 51 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in SPG in Q1 2021 and held it in 6 quarters. The position peaked at $82K in Q4 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 51 Simon Property Group shares in Q4 2022, an estimated $5K.
  • Wagner Wealth Management (South Carolina) first reported a position in Simon Property Group in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Simon Property Group position peaked at $82K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.