PFS
PPD

Prospera Financial Services’s PPD, Inc. Common Stock PPD Stock Holding History

Prospera Financial Services’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-940
Closed -$35K – 1708
2020
Q3 		$35K Buy
+940
New +$29.8K 0.01% 743

Other funds holding PPD

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Prospera Financial Services's PPD Position: Q4 2020 in Review

Prospera Financial Services sold out of PPD, Inc. Common Stock (PPD) in Q4 2020, closing a stake of 940 shares — an estimated $35K sold.

Prospera Financial Services first reported a position in PPD in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 206 funds tracked by Wall St. Rank hold PPD as of Q4 2020.

  • Prospera Financial Services reported no remaining PPD, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 940 PPD, Inc. Common Stock shares in Q4 2020, an estimated $35K.
  • Prospera Financial Services first reported a position in PPD, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's PPD, Inc. Common Stock position peaked at $35K in Q3 2020.
  • 206 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.