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Western Pacific Wealth Management’s Simon Property Group SPG Stock Holding History

Western Pacific Wealth 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
2024
Q4 		– Sell
-120
Closed -$20.3K – 260
2024
Q3 		$20.3K Buy
+120
New +$19K 0.01% 192

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Western Pacific Wealth Management's SPG Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 120 shares — an estimated $20.3K sold.

Western Pacific Wealth Management first reported a position in SPG in Q3 2024 and held it in 1 quarter. The position peaked at $20.3K in Q3 2024. 1,193 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 120 Simon Property Group shares in Q4 2024, an estimated $20.3K.
  • Western Pacific Wealth Management first reported a position in Simon Property Group in Q3 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Simon Property Group position peaked at $20.3K in Q3 2024.
  • 1,193 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.