PFS
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Prospera Financial Services’s Post Holdings POST Stock Holding History

Prospera Financial Services’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-428
Closed -$35K – 1394
2022
Q2 		$35K Hold
428
– – ﹤0.01% 1101
2022
Q1 		$30K Buy
+428
New +$29.9K ﹤0.01% 1578
2020
Q4 		– Sell
-721
Closed -$41K – 1319
2020
Q3 		$41K Buy
+721
New +$41.1K 0.02% 685

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Prospera Financial Services sold out of Post Holdings (POST) in Q3 2022, closing a stake of 428 shares — an estimated $35K sold.

Prospera Financial Services first reported a position in POST in Q3 2020 and held it in 3 quarters. The position peaked at $41K in Q3 2020. 324 funds tracked by Wall St. Rank hold POST as of Q3 2022.

  • Prospera Financial Services reported no remaining Post Holdings position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 428 Post Holdings shares in Q3 2022, an estimated $35K.
  • Prospera Financial Services first reported a position in Post Holdings in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Post Holdings position peaked at $41K in Q3 2020.
  • 324 funds tracked by Wall St. Rank held Post Holdings as of Q3 2022.

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