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Prospera Financial Services’s Morningstar MORN Stock Holding History

Prospera Financial Services’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2
Closed -$1K – 2223
2022
Q1 		$1K Buy
+2
New +$565 ﹤0.01% 2636

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BAMCO Inc
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

Prospera Financial Services sold out of Morningstar (MORN) in Q2 2022, closing a stake of 2 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in MORN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Prospera Financial Services reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2 Morningstar shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Morningstar in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Morningstar position peaked at $1K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

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