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Prospera Financial Services’s Hagerty HGTY Stock Holding History

Prospera Financial Services’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-600
Closed -$7K – 1163
2022
Q2 		$7K Hold
600
– – ﹤0.01% 1409
2022
Q1 		$6K Buy
+600
New +$8.58K ﹤0.01% 2210

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

Prospera Financial Services sold out of Hagerty (HGTY) in Q3 2022, closing a stake of 600 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in HGTY in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 58 funds tracked by Wall St. Rank hold HGTY as of Q3 2022.

  • Prospera Financial Services reported no remaining Hagerty position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 600 Hagerty shares in Q3 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in Hagerty in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Hagerty position peaked at $7K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Hagerty as of Q3 2022.

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