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Prospera Financial Services’s MSCI MSCI Stock Holding History

Prospera Financial Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-487
Closed -$252K – 1093
2023
Q3 		$252K Buy
487
+32
+7% +$16.8K 0.01% 869
2023
Q2 		$215K Sell
455
-6,265
-93% -$3.06M 0.01% 929
2023
Q1 		$3.76M Buy
6,720
+6,276
+1,414% +$3.32M 0.15% 159
2022
Q4 		$207K Sell
444
-118
-21% -$54.9K 0.01% 833
2022
Q3 		$237K Buy
562
+134
+31% +$61.3K 0.01% 729
2022
Q2 		$177K Sell
428
-348
-45% -$152K 0.01% 761
2022
Q1 		$390K Buy
776
+290
+60% +$150K 0.02% 666
2021
Q4 		$297K Buy
486
+129
+36% +$80.9K 0.01% 713
2021
Q3 		$217K Buy
+357
New +$218K 0.01% 746
2021
Q2 		– Sell
-561
Closed -$236K – 811
2021
Q1 		$236K Sell
561
-16
-3% -$6.72K 0.01% 684
2020
Q4 		$258K Buy
+577
New +$226K 0.02% 577
2020
Q1 		– Sell
-8,240
Closed -$2.13M – 587
2019
Q4 		$2.13M Buy
+8,240
New +$2.01M 0.16% 156

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prospera Financial Services's MSCI Position: Q4 2023 in Review

Prospera Financial Services sold out of MSCI (MSCI) in Q4 2023, closing a stake of 487 shares — an estimated $252K sold.

Prospera Financial Services first reported a position in MSCI in Q4 2019 and held it in 12 quarters. The position peaked at $3.76M in Q1 2023. 879 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Prospera Financial Services reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 487 MSCI shares in Q4 2023, an estimated $252K.
  • Prospera Financial Services first reported a position in MSCI in Q4 2019 and held it in 12 quarters.
  • Prospera Financial Services's MSCI position peaked at $3.76M in Q1 2023.
  • 879 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.