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Prospera Financial Services’s PSQ Holdings PSQH Stock Holding History

Prospera Financial Services’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-937
Closed -$53K – 1181
2024
Q2 		$53K Buy
+937
New +$55.1K ﹤0.01% 1112

Other funds holding PSQH

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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Prospera Financial Services's PSQH Position: Q3 2024 in Review

Prospera Financial Services sold out of PSQ Holdings (PSQH) in Q3 2024, closing a stake of 937 shares — an estimated $53K sold.

Prospera Financial Services first reported a position in PSQH in Q2 2024 and held it in 1 quarter. The position peaked at $53K in Q2 2024. 51 funds tracked by Wall St. Rank hold PSQH as of Q3 2024.

  • Prospera Financial Services reported no remaining PSQ Holdings position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 937 PSQ Holdings shares in Q3 2024, an estimated $53K.
  • Prospera Financial Services first reported a position in PSQ Holdings in Q2 2024 and held it in 1 quarter.
  • Prospera Financial Services's PSQ Holdings position peaked at $53K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.