FWM
PRO

Frontier Wealth Management’s PROS Holdings PRO Stock Holding History

Frontier Wealth Management’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,720
Closed -$283K – 323
2019
Q4 		$283K Sell
4,720
-341
-7% -$19.7K 0.05% 236
2019
Q3 		$302K Sell
5,061
-241
-5% -$16.2K 0.04% 238
2019
Q2 		$335K Sell
5,302
-2,346
-31% -$123K 0.05% 231
2019
Q1 		$323K Sell
7,648
-320
-4% -$12.1K 0.04% 267
2018
Q4 		$250K Sell
7,968
-239
-3% -$7.57K 0.04% 296
2018
Q3 		$287K Buy
8,207
+1,580
+24% +$59.3K 0.03% 312
2018
Q2 		$242K Buy
+6,627
New +$227K 0.03% 322

Other funds holding PRO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Frontier Wealth Management's PRO Position: Q1 2020 in Review

Frontier Wealth Management sold out of PROS Holdings (PRO) in Q1 2020, closing a stake of 4,720 shares — an estimated $283K sold.

Frontier Wealth Management first reported a position in PRO in Q2 2018 and held it in 7 quarters. The position peaked at $335K in Q2 2019. 147 funds tracked by Wall St. Rank hold PRO as of Q1 2020.

  • Frontier Wealth Management reported no remaining PROS Holdings position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 4,720 PROS Holdings shares in Q1 2020, an estimated $283K.
  • Frontier Wealth Management first reported a position in PROS Holdings in Q2 2018 and held it in 7 quarters.
  • Frontier Wealth Management's PROS Holdings position peaked at $335K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held PROS Holdings as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.