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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

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 1,190 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.
  • 1,190 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.