PFS
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Prospera Financial Services’s Gartner IT Stock Holding History

Prospera Financial Services’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-103
Closed -$25K – 1220
2022
Q2 		$25K Sell
103
-103
-50% -$27.4K ﹤0.01% 1168
2022
Q1 		$61K Buy
+206
New +$59.6K ﹤0.01% 1277

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Prospera Financial Services sold out of Gartner (IT) in Q3 2022, closing a stake of 103 shares — an estimated $25K sold.

Prospera Financial Services first reported a position in IT in Q1 2022 and held it in 2 quarters. The position peaked at $61K in Q1 2022. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Prospera Financial Services reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 103 Gartner shares in Q3 2022, an estimated $25K.
  • Prospera Financial Services first reported a position in Gartner in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Gartner position peaked at $61K in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

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