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Prospera Financial Services’s Moelis & Co MC Stock Holding History

Prospera Financial Services’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-173
Closed -$7K – 1290
2022
Q2 		$7K Hold
173
– – ﹤0.01% 1414
2022
Q1 		$8K Buy
+173
New +$8.99K ﹤0.01% 2128

Other funds holding MC

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BlackRock
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LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

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

Prospera Financial Services sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 173 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in MC in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Prospera Financial Services reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 173 Moelis & Co shares in Q3 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in Moelis & Co in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Moelis & Co position peaked at $8K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

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