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Prospera Financial Services’s Metropolitan Bank Holding Corp MCB Stock Holding History

Prospera Financial Services’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,965
Closed -$233K – 986
2022
Q4 		$233K Buy
3,965
+614
+18% +$38.9K 0.01% 796
2022
Q3 		$216K Buy
+3,351
New +$238K 0.01% 758

Other funds holding MCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Prospera Financial Services's MCB Position: Q1 2023 in Review

Prospera Financial Services sold out of Metropolitan Bank Holding Corp (MCB) in Q1 2023, closing a stake of 3,965 shares — an estimated $233K sold.

Prospera Financial Services first reported a position in MCB in Q3 2022 and held it in 2 quarters. The position peaked at $233K in Q4 2022. 120 funds tracked by Wall St. Rank hold MCB as of Q1 2023.

  • Prospera Financial Services reported no remaining Metropolitan Bank Holding Corp position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 3,965 Metropolitan Bank Holding Corp shares in Q1 2023, an estimated $233K.
  • Prospera Financial Services first reported a position in Metropolitan Bank Holding Corp in Q3 2022 and held it in 2 quarters.
  • Prospera Financial Services's Metropolitan Bank Holding Corp position peaked at $233K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.