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Prospera Financial Services’s Genesis Energy GEL Stock Holding History

Prospera Financial Services’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,568
Closed -$21K – 1136
2022
Q2 		$21K Buy
2,568
+38
+2% +$429 ﹤0.01% 1197
2022
Q1 		$30K Buy
+2,530
New +$29.5K ﹤0.01% 1574

Other funds holding GEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Prospera Financial Services sold out of Genesis Energy (GEL) in Q3 2022, closing a stake of 2,568 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in GEL in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 115 funds tracked by Wall St. Rank hold GEL as of Q3 2022.

  • Prospera Financial Services reported no remaining Genesis Energy position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,568 Genesis Energy shares in Q3 2022, an estimated $21K.
  • Prospera Financial Services first reported a position in Genesis Energy in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Genesis Energy position peaked at $30K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2022.

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