PFS
LRFC

Prospera Financial Services’s Logan Ridge Finance Corp LRFC Stock Holding History

Prospera Financial Services’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-654
Closed -$15K – 2183
2022
Q1 		$15K Buy
+654
New +$16K ﹤0.01% 1865

Other funds holding LRFC

MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's LRFC Position: Q2 2022 in Review

Prospera Financial Services sold out of Logan Ridge Finance Corp (LRFC) in Q2 2022, closing a stake of 654 shares — an estimated $15K sold.

Prospera Financial Services first reported a position in LRFC in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 20 funds tracked by Wall St. Rank hold LRFC as of Q2 2022.

  • Prospera Financial Services reported no remaining Logan Ridge Finance Corp position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 654 Logan Ridge Finance Corp shares in Q2 2022, an estimated $15K.
  • Prospera Financial Services first reported a position in Logan Ridge Finance Corp in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Logan Ridge Finance Corp position peaked at $15K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.