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Prospera Financial Services’s Eastern Bankshares EBC Stock Holding History

Prospera Financial Services’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-400
Closed -$9K – 1874
2022
Q1 		$9K Buy
+400
New +$8.52K ﹤0.01% 2066

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prospera Financial Services sold out of Eastern Bankshares (EBC) in Q2 2022, closing a stake of 400 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in EBC in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q2 2022.

  • Prospera Financial Services reported no remaining Eastern Bankshares position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 400 Eastern Bankshares shares in Q2 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Eastern Bankshares in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Eastern Bankshares position peaked at $9K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2022.

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