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Prospera Financial Services’s First Industrial Realty Trust FR Stock Holding History

Prospera Financial Services’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-850
Closed -$40K – 1109
2022
Q2 		$40K Sell
850
-38,070
-98% -$2.08M ﹤0.01% 1079
2022
Q1 		$2.41M Sell
38,920
-2,069
-5% -$124K 0.1% 239
2021
Q4 		$2.71M Buy
+40,989
New +$2.47M 0.12% 208
2020
Q4 		– Sell
-1,850
Closed -$74K – 986
2020
Q3 		$74K Buy
+1,850
New +$76.4K 0.03% 495

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prospera Financial Services's FR Position: Q3 2022 in Review

Prospera Financial Services sold out of First Industrial Realty Trust (FR) in Q3 2022, closing a stake of 850 shares — an estimated $40K sold.

Prospera Financial Services first reported a position in FR in Q3 2020 and held it in 4 quarters. The position peaked at $2.71M in Q4 2021. 345 funds tracked by Wall St. Rank hold FR as of Q3 2022.

  • Prospera Financial Services reported no remaining First Industrial Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 850 First Industrial Realty Trust shares in Q3 2022, an estimated $40K.
  • Prospera Financial Services first reported a position in First Industrial Realty Trust in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's First Industrial Realty Trust position peaked at $2.71M in Q4 2021.
  • 345 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.