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Prospera Financial Services’s Grocery Outlet GO Stock Holding History

Prospera Financial Services’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,208
Closed -$137K – 1145
2022
Q2 		$137K Buy
+3,208
New +$117K 0.01% 822

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Parnassus Investments
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Prospera Financial Services sold out of Grocery Outlet (GO) in Q3 2022, closing a stake of 3,208 shares — an estimated $137K sold.

Prospera Financial Services first reported a position in GO in Q2 2022 and held it in 1 quarter. The position peaked at $137K in Q2 2022. 251 funds tracked by Wall St. Rank hold GO as of Q3 2022.

  • Prospera Financial Services reported no remaining Grocery Outlet position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,208 Grocery Outlet shares in Q3 2022, an estimated $137K.
  • Prospera Financial Services first reported a position in Grocery Outlet in Q2 2022 and held it in 1 quarter.
  • Prospera Financial Services's Grocery Outlet position peaked at $137K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2022.

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