WealthShield Partners’s Simon Property Group SPG Stock Holding History

WealthShield Partners’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	-33	Closed	-$4K	–	1105
2021 Q1	$4K	Buy	+33	New	+$3.44K	﹤0.01%	1005

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthShield Partners's SPG Position: Q2 2021 in Review

WealthShield Partners sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 33 shares — an estimated $4K sold.

WealthShield Partners first reported a position in SPG in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

WealthShield Partners reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 33 Simon Property Group shares in Q2 2021, an estimated $4K.
WealthShield Partners first reported a position in Simon Property Group in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Simon Property Group position peaked at $4K in Q1 2021.
905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.