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Prospera Financial Services’s Coastal Financial CCB Stock Holding History

Prospera Financial Services’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,660
Closed -$76K – 1755
2022
Q1 		$76K Buy
+1,660
New +$80.7K ﹤0.01% 1201

Other funds holding CCB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's CCB Position: Q2 2022 in Review

Prospera Financial Services sold out of Coastal Financial (CCB) in Q2 2022, closing a stake of 1,660 shares — an estimated $76K sold.

Prospera Financial Services first reported a position in CCB in Q1 2022 and held it in 1 quarter. The position peaked at $76K in Q1 2022. 104 funds tracked by Wall St. Rank hold CCB as of Q2 2022.

  • Prospera Financial Services reported no remaining Coastal Financial position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,660 Coastal Financial shares in Q2 2022, an estimated $76K.
  • Prospera Financial Services first reported a position in Coastal Financial in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Coastal Financial position peaked at $76K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.