PFS
OLP

Prospera Financial Services’s One Liberty Properties OLP Stock Holding History

Prospera Financial Services’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,621
Closed -$42K – 1360
2022
Q2 		$42K Sell
1,621
-760
-32% -$21.1K ﹤0.01% 1069
2022
Q1 		$73K Buy
+2,381
New +$73.8K ﹤0.01% 1212

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

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

Prospera Financial Services sold out of One Liberty Properties (OLP) in Q3 2022, closing a stake of 1,621 shares — an estimated $42K sold.

Prospera Financial Services first reported a position in OLP in Q1 2022 and held it in 2 quarters. The position peaked at $73K in Q1 2022. 93 funds tracked by Wall St. Rank hold OLP as of Q3 2022.

  • Prospera Financial Services reported no remaining One Liberty Properties position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,621 One Liberty Properties shares in Q3 2022, an estimated $42K.
  • Prospera Financial Services first reported a position in One Liberty Properties in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's One Liberty Properties position peaked at $73K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2022.

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