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Prospera Financial Services’s Apogee Enterprises APOG Stock Holding History

Prospera Financial Services’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-639
Closed -$14K – 723
2020
Q3 		$14K Buy
+639
New +$14K 0.01% 999

Other funds holding APOG

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prospera Financial Services's APOG Position: Q4 2020 in Review

Prospera Financial Services sold out of Apogee Enterprises (APOG) in Q4 2020, closing a stake of 639 shares — an estimated $14K sold.

Prospera Financial Services first reported a position in APOG in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 172 funds tracked by Wall St. Rank hold APOG as of Q4 2020.

  • Prospera Financial Services reported no remaining Apogee Enterprises position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 639 Apogee Enterprises shares in Q4 2020, an estimated $14K.
  • Prospera Financial Services first reported a position in Apogee Enterprises in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Apogee Enterprises position peaked at $14K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.