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Prospera Financial Services’s Custom Truck One Source CTOS Stock Holding History

Prospera Financial Services’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$1K – 1807
2022
Q1 		$1K Sell
100
-19,900
-100% -$161K ﹤0.01% 2588
2021
Q4 		$160K Hold
20,000
– – 0.01% 840
2021
Q3 		$187K Buy
+20,000
New +$168K 0.01% 763

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
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
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

Prospera Financial Services sold out of Custom Truck One Source (CTOS) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in CTOS in Q3 2021 and held it in 3 quarters. The position peaked at $187K in Q3 2021. 89 funds tracked by Wall St. Rank hold CTOS as of Q2 2022.

  • Prospera Financial Services reported no remaining Custom Truck One Source position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 100 Custom Truck One Source shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Custom Truck One Source in Q3 2021 and held it in 3 quarters.
  • Prospera Financial Services's Custom Truck One Source position peaked at $187K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2022.

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