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Prospera Financial Services’s Equity Residential EQR Stock Holding History

Prospera Financial Services’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,162
Closed -$970K – 1027
2023
Q1 		$970K Buy
+16,162
New +$992K 0.04% 442
2022
Q2 		– Sell
-2,156
Closed -$194K – 1890
2022
Q1 		$194K Buy
+2,156
New +$190K 0.01% 894

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 EQR Position: Q2 2023 in Review

Prospera Financial Services sold out of Equity Residential (EQR) in Q2 2023, closing a stake of 16,162 shares — an estimated $970K sold.

Prospera Financial Services first reported a position in EQR in Q1 2022 and held it in 2 quarters. The position peaked at $970K in Q1 2023. 610 funds tracked by Wall St. Rank hold EQR as of Q2 2023.

  • Prospera Financial Services reported no remaining Equity Residential position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 16,162 Equity Residential shares in Q2 2023, an estimated $970K.
  • Prospera Financial Services first reported a position in Equity Residential in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Equity Residential position peaked at $970K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held Equity Residential as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.