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Institute for Wealth Management’s Perdoceo Education PRDO Stock Holding History

Institute for Wealth Management’s Portfolio PRDO Stock Details PRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,000
Closed -$247K – 510
2022
Q2 		$247K Hold
21,000
– – 0.05% 443
2022
Q1 		$241K Buy
+21,000
New +$233K 0.04% 477

Other funds holding PRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Institute for Wealth Management's PRDO Position: Q3 2022 in Review

Institute for Wealth Management sold out of Perdoceo Education (PRDO) in Q3 2022, closing a stake of 21,000 shares — an estimated $247K sold.

Institute for Wealth Management first reported a position in PRDO in Q1 2022 and held it in 2 quarters. The position peaked at $247K in Q2 2022. 194 funds tracked by Wall St. Rank hold PRDO as of Q3 2022.

  • Institute for Wealth Management reported no remaining Perdoceo Education position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 21,000 Perdoceo Education shares in Q3 2022, an estimated $247K.
  • Institute for Wealth Management first reported a position in Perdoceo Education in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Perdoceo Education position peaked at $247K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held Perdoceo Education as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.