PFS
NYC

Prospera Financial Services’s American Strategic Investment Co NYC Stock Holding History

Prospera Financial Services’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-684
Closed -$29K – 1356
2022
Q2 		$29K Hold
684
– – ﹤0.01% 1134
2022
Q1 		$72K Buy
+684
New +$63.6K ﹤0.01% 1219
2020
Q4 		– Sell
-60
Closed -$6K – 1272
2020
Q3 		$6K Buy
+60
New +$6.25K ﹤0.01% 1246

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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Prospera Financial Services sold out of American Strategic Investment Co (NYC) in Q3 2022, closing a stake of 684 shares — an estimated $29K sold.

Prospera Financial Services first reported a position in NYC in Q3 2020 and held it in 3 quarters. The position peaked at $72K in Q1 2022. 48 funds tracked by Wall St. Rank hold NYC as of Q3 2022.

  • Prospera Financial Services reported no remaining American Strategic Investment Co position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 684 American Strategic Investment Co shares in Q3 2022, an estimated $29K.
  • Prospera Financial Services first reported a position in American Strategic Investment Co in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's American Strategic Investment Co position peaked at $72K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2022.

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