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Prospera Financial Services’s Bankunited BKU Stock Holding History

Prospera Financial Services’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-238
Closed -$8K – 911
2022
Q2 		$8K Sell
238
-3,387
-93% -$134K ﹤0.01% 1382
2022
Q1 		$159K Buy
+3,625
New +$157K 0.01% 948

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prospera Financial Services's BKU Position: Q3 2022 in Review

Prospera Financial Services sold out of Bankunited (BKU) in Q3 2022, closing a stake of 238 shares — an estimated $8K sold.

Prospera Financial Services first reported a position in BKU in Q1 2022 and held it in 2 quarters. The position peaked at $159K in Q1 2022. 235 funds tracked by Wall St. Rank hold BKU as of Q3 2022.

  • Prospera Financial Services reported no remaining Bankunited position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 238 Bankunited shares in Q3 2022, an estimated $8K.
  • Prospera Financial Services first reported a position in Bankunited in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Bankunited position peaked at $159K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Bankunited as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.