MFT
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Moisand Fitzgerald Tamayo’s Priority Technology Holdings PRTH Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,000
Closed -$16.2K – 782
2023
Q3 		$16.2K Buy
+5,000
New +$18.9K ﹤0.01% 281

Other funds holding PRTH

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PRTH Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Priority Technology Holdings (PRTH) in Q4 2023, closing a stake of 5,000 shares — an estimated $16.2K sold.

Moisand Fitzgerald Tamayo first reported a position in PRTH in Q3 2023 and held it in 1 quarter. The position peaked at $16.2K in Q3 2023. 33 funds tracked by Wall St. Rank hold PRTH as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Priority Technology Holdings position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 5,000 Priority Technology Holdings shares in Q4 2023, an estimated $16.2K.
  • Moisand Fitzgerald Tamayo first reported a position in Priority Technology Holdings in Q3 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Priority Technology Holdings position peaked at $16.2K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.