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Prospera Financial Services’s Cass Information Systems CASS Stock Holding History

Prospera Financial Services’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-56
Closed -$2K – 802
2020
Q3 		$2K Buy
+56
New +$2.14K ﹤0.01% 1444

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

Prospera Financial Services sold out of Cass Information Systems (CASS) in Q4 2020, closing a stake of 56 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in CASS in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 120 funds tracked by Wall St. Rank hold CASS as of Q4 2020.

  • Prospera Financial Services reported no remaining Cass Information Systems position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 56 Cass Information Systems shares in Q4 2020, an estimated $2K.
  • Prospera Financial Services first reported a position in Cass Information Systems in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Cass Information Systems position peaked at $2K in Q3 2020.
  • 120 funds tracked by Wall St. Rank held Cass Information Systems as of Q4 2020.

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