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Wealthcare Capital Management’s Simon Property Group SPG Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-96
Closed -$11K – 579
2021
Q1 		$11K Buy
+96
New +$10K ﹤0.01% 271
2020
Q1 		– Sell
-27
Closed -$4K – 581
2019
Q4 		$4K Buy
+27
New +$4.05K ﹤0.01% 334
2015
Q2 		– Sell
-32
Closed -$6K – 796
2015
Q1 		$6K Buy
+32
New +$6.2K ﹤0.01% 604

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Capital Management's SPG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 96 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in SPG in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 96 Simon Property Group shares in Q2 2021, an estimated $11K.
  • Wealthcare Capital Management first reported a position in Simon Property Group in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Simon Property Group position peaked at $11K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.