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Wealthstreet Investment Advisors’s Simon Property Group SPG Stock Holding History

Wealthstreet Investment Advisors’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
-24,044
Closed -$2.73M – 287
2021
Q1 		$2.73M Buy
24,044
+1,790
+8% +$187K 0.27% 90
2020
Q4 		$1.9M Sell
22,254
-25
-0.1% -$1.91K 0.19% 117
2020
Q3 		$1.44M Buy
22,279
+400
+2% +$26.2K 0.16% 125
2020
Q2 		$1.5M Sell
21,879
-217
-1% -$13.6K 0.18% 115
2020
Q1 		$1.21M Buy
22,096
+618
+3% +$73.9K 0.18% 114
2019
Q4 		$3.2M Sell
21,478
-27
-0.1% -$4.05K 0.37% 66
2019
Q3 		$3.29M Sell
21,505
-104
-0.5% -$16.2K 0.42% 63
2019
Q2 		$3.45M Hold
21,609
– – 0.45% 62
2019
Q1 		$3.94M Buy
21,609
+27
+0.1% +$4.8K 0.52% 54
2018
Q4 		$3.85M Sell
21,582
-800
-4% -$143K 0.54% 53
2018
Q3 		$3.96M Sell
22,382
-200
-0.9% -$35.4K 0.49% 56
2018
Q2 		$3.84M Sell
22,582
-368
-2% -$58.6K 0.51% 53
2018
Q1 		$3.54M Buy
22,950
+600
+3% +$95.4K 0.44% 58
2017
Q4 		$3.84M Buy
+22,350
New +$3.63M 0.46% 60

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's SPG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 24,044 shares — an estimated $2.73M sold.

Wealthstreet Investment Advisors first reported a position in SPG in Q4 2017 and held it in 14 quarters. The position peaked at $3.96M in Q3 2018. 906 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 24,044 Simon Property Group shares in Q2 2021, an estimated $2.73M.
  • Wealthstreet Investment Advisors first reported a position in Simon Property Group in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Simon Property Group position peaked at $3.96M in Q3 2018.
  • 906 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.