Prospera Financial Services’s Academy Sports + Outdoors ASO Stock Holding History

Prospera Financial Services’s Portfolio ASO Stock Details ASO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,624	Closed	-$219K	–	1054
2023 Q3	$219K	Hold	4,624	–	–	0.01%	916
2023 Q2	$250K	Sell	4,624 -1,402	-23%	-$80.5K	0.01%	876
2023 Q1	$393K	Buy	6,026 +213	+4%	+$12.5K	0.02%	688
2022 Q4	$305K	Buy	5,813 +163	+3%	+$7.78K	0.02%	697
2022 Q3	$238K	Buy	+5,650	New	+$248K	0.01%	727
2022 Q2	–	Sell	-650	Closed	-$26K	–	1671
2022 Q1	$26K	Buy	+650	New	+$23.8K	﹤0.01%	1629

Other funds holding ASO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Prospera Financial Services's ASO Position: Q4 2023 in Review

Prospera Financial Services sold out of Academy Sports + Outdoors (ASO) in Q4 2023, closing a stake of 4,624 shares — an estimated $219K sold.

Prospera Financial Services first reported a position in ASO in Q1 2022 and held it in 6 quarters. The position peaked at $393K in Q1 2023. 360 funds tracked by Wall St. Rank hold ASO as of Q4 2023.

Prospera Financial Services reported no remaining Academy Sports + Outdoors position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 4,624 Academy Sports + Outdoors shares in Q4 2023, an estimated $219K.
Prospera Financial Services first reported a position in Academy Sports + Outdoors in Q1 2022 and held it in 6 quarters.
Prospera Financial Services's Academy Sports + Outdoors position peaked at $393K in Q1 2023.
360 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.